Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Has the Robo-Advisor Frenzy Peaked?
By Tony StichMost investors who open accounts with robo-advisors have more curiosity than assets.
June 29, 2018
Global Atlantic Joins Envestnet Insurance ExchangeThe first insurance group to join will offer fixed annuities to RIAs through the Envestnet platform.
June 29, 2018
Legendary Ex-Fraudster Frank Abagnale Says Cybercrime Will Turn DeadlyAbagnale of "Catch Me If You Can," now an FBI consultant, tells ThinkAdvisor about his grim forecast, how he protects his own identity and why he declined three pardons.
June 27, 2018
Does Culture Really Matter in M&A?The road to M&A deals is filled with broken promises and miscommunication. Do your homework before making any deal.
June 27, 2018
Asset Manager Awards 2018: Poised for PerformanceFrom its universe of over 2,800 strategies, the Envestnet | PMC team drills down to a group of about 600 portfolios to uncover a small group of gems. Read on for how these asset managers produce consistent results for investors.
June 27, 2018
Trends, Tech in Focus at Pershing InsiteMeanwhile, Dynasty Financial rolls out an enterprise group to help partner firms with $1 billion-plus in client assets.
June 27, 2018
You've Been Hacked! Now What?As this threat grows, it's good to know the first steps to take to prevent a spread of the virus.
June 26, 2018
Merrill Enhances Mobile App AbilitiesBanking online isn't new, but Merrill's added the ability to scan docs to send to financial advisors.