Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
August 16, 2019
Legendary Ex-Fraudster Frank Abagnale: How Not to Get Scammed"Think like a predator," the con artist turned antifraud consultant tells ThinkAdvisor.
August 13, 2019
Analysts Trim Envestnet Forecasts Following $100M Lawsuit, CEO's WarningLong-term prospects for company are still seen as strong despite the looming court battle.
August 13, 2019
New Funding to Help Snappy Kraken Expand Its Offerings, CEO SaysThe advisor-focused marketing technology company gets $3.5 million in a seed round investment.
August 07, 2019
Interest in Digital Tech Growing Among Wealthy Investors: Morgan Stanley PollBut many high-net-worth investors remain concerned about cybersecurity.
July 31, 2019
Waddell & Reed Adds Riskalyze Risk Alignment for Its AdvisorsRiskalyze's platform of analytics tech, client engagement tools to help advisors enhance their service.
July 29, 2019
Now Is the Time to Do a 'Back-to-School' Tech CheckBeen away for summer and have to get back into gear? Here are ideas for when "class" resumes.
July 26, 2019
Merrill Launches Content Sharing PlatformClients of all ages are increasingly embracing the company's digital platforms, it says.
July 22, 2019
14 New Weaknesses Discovered in IRS' Security Control Systems: GAO"Weaknesses like these place IRS' systems and data at risk," GAO said.
July 17, 2019
4 Steps for Covering All the Tech BasesBefore you pick new technology to help set your advisory firm apart, step back and review your client segmentation and service model.
July 11, 2019
Orion Buys Planning Software Startup AdvizrThe deal stands to help Orion keep up with rivals including Envestnet, who bought MoneyGuidePro earlier this year.