Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
2018 Broker-Dealer Presidents Poll
By Janet Levaux | Liana RobertsFrom compliance issues to mobile apps, broker-dealers executives have a lot on their hands. Here's how they feel about these challenges
May 29, 2018
Advisors Need Critical Mass to ThriveAdvisory firms can become self-sustaining if they reach a certain size.
May 25, 2018
Advisors Not Feeling Fintech Love Yet: Hearsay's ShihAdvisors spend way too much time on menial tasks that could be aided by technology, Shih says.
May 24, 2018
How Technology Facilitates Compliance Programs: PwCCompanies with effective compliance programs are optimistic and innovative and are building a risk culture.
May 23, 2018
How Advisors Can Simplify Tech Decisions (Part II)When picking a new platform, you can hire a tech consultant or go it alone — either way, you'll still need to do some of your own research.
May 18, 2018
What's the Next Big Thing? 3 Envestnet Execs Weigh InHow will advisors meet the needs of younger investors in an ever-more-complex world?
May 15, 2018
1st Global, eMoney Partnership Provides CPAs With Financial Planning ToolsCPA planners will be able to track client behavior, benchmark performance and pinpoint growth opportunities.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more