Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
March 16, 2021
401(k) Plans Have a Big Cybersecurity Problem, Need Guidance: GAOAfter a congressional request to review these risks, GAO concludes that vendors are weak links.
March 12, 2021
The Future Can Be Female: Starting the Finance CEO Pipeline EarlierTake it from the men who grew up playing computer games: The path to the C-suite needs to start in childhood.
March 11, 2021
Tax Season Presents Tremendous Opportunity for AdvisorsAdvisors can use technology to make tax season easier for their clients.
March 11, 2021
New Skience Tool Helps Advisors Transition Client Accounts: Tech RoundupAlso, the Dynasty Financial Partners-Envestnet joint venture ASx introduces a new initiative focused on social media.
February 18, 2021
4 Ways to Build Company Culture While Working RemotelyThe technology you already have may have features you could be using to help remote workers stay connected.
February 10, 2021
Delivering Value From FintechThe author has ideas about how advisors should evaluate insurer and product provider tech.
February 03, 2021
Commonwealth Adds IT, Information Security LeadersThe firm says its latest appointments will help its growth strategy.
February 02, 2021
Bitwise Plans to Launch Public Bitcoin FundThe fund would have a 1.5% expense ratio. Fidelity Digital Asset Services would be its custodian.
January 28, 2021
3 Tech Tools to Help Advisors Do More With LessThere are tools that can help advisors adapt and meet the increased demand for their services in the COVID-19 era.
January 28, 2021
eMoney Launches Rebranded Digital Marketing Solution: Tech RoundupAlso, the Redtail CRM has integrated MaxMyInterest cash management software.