Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
April 30, 2021
Samantha Russell: Don't Become the Next BlockbusterThe digital marketing expert warns advisors not to build for the future by focusing on what's worked in the past.
April 22, 2021
Investing Has Gone Digital; Financial Planning Must Catch UpWhile the barriers to investing have never been lower, financial planning can be harder to come by for the average American.
April 22, 2021
Turn Off the Camera, Pick Up the PhoneThese two communication changes can create striking improvements in your firm's virtual office culture.
April 22, 2021
Life Agents May Face New Login Processes: IRI ConferenceNovarica's CEO says criminals are already using data from P&C agent portals to steal identities.
April 16, 2021
Orion Closes HiddenLevers Deal: Tech RoundupAlso, Envestnet appointed Chris Shutler as head of market intelligence.
April 15, 2021
12 Worst States for Working From HomeWalletHub compared states on metrics like power costs, home size and even swimming pool availability.
April 08, 2021
Envestnet Acquires Harvest Savings & Wealth: Tech RoundupAlso, fintech firm fabe launches a SaaS application to help advisors value their firms for a sale.
April 01, 2021
Merrill Launches Account Overview Videos for ClientsThe new tool provides yet another way for Merrill to differentiate itself from its rivals.
March 30, 2021
Banks, Wealth Managers and Fintech Disruptors Vie to Create 'Goldilocks' Retail ProductGoldman Sachs' Marcus introduced a product that is melding three customer-friendly aspects. But it's not alone.
March 24, 2021
How Advisors Are Finding Unexpected Upsides to Zoom CallsFor years, remote technology had been there for the taking. COVID-19 simply pushed us to fully seize its potential.