Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
December 01, 2020
Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks"We want to ... help [advisors] focus ... on making great decisions so they can let advanced technology put those decisions into place," says CEO Aaron Klein.
November 25, 2020
Cambridge Partners With AdvicePay: Tech RoundupAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 24, 2020
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. PowerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
November 24, 2020
Ellevest Gets $7.5M Investment From Allianz LifeFunds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.
November 20, 2020
Commonwealth Expanding Menu of VIP Options in 2021Commonwealth Connect and Brand Studio are two areas of focus for the firm in 2021 and beyond.
November 19, 2020
SEC Enacts Long-Awaited E-Signature RulesThe amendments include requiring electronic filing and service of documents in administrative proceedings.
November 19, 2020
Here's Why Financial Advisors Need to Amp Up Their Digital MarketingThe pandemic has shifted advisor searches from word of mouth to search engines.
November 19, 2020
40% of Advisors Say Switching Firms Is Easier Than Before Pandemic: FidelityTech enhancements have made the process easier as advisors working remotely have learned the benefits of flexibility, Fidelity says.
November 18, 2020
What to Do When Prospects Go DarkYou don't know why prospects pull back, but these actions help you position yourself for future business.
November 18, 2020
Oranj's Closure: 'Nasty Surprise in a Year of Nasty Surprises'Consultant Craig Iskowitz also predicts: "It's going to be a bit like the feeding frenzy when Schwab sold PortfolioCenter to Envestnet."