Toronto-based AdvisorStream Ltd. has launched a new feature that gives financial advisors access to their LinkedIn page through its marketing and client-communications platform. With this new feature, ...

Marketing automation platform AdvisorStream will add Edmond Walters to its board of directors, the company announced. The founder and former CEO of eMoney Advisor, which was sold to Fidelity in 2015, ...

US-based Broadridge Financial Solutions (NYSE: BR), a tech solutions provider, revealed on Monday (June 14, 2021) that it has managed to acquire AdvisorStream, a leading provider of digital engagement ...

Broadridge Financial Solutions has expanded its footprint in advisor marketing, announcing the acquisition of marketing automation startup AdvisorStream. Terms of the deal were not disclosed. The ...

Chicago-based Envestnet announced on Tuesday a new artificial intelligence-driven financial wellness application developed in partnership with content marketing platform AdvisorStream and Apprise Labs ...

CHICAGO, May 26, 2020 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client's household financial data ...

Toronto-based AdvisorStream has appointed U.S. financial services technology innovator Edmond Walters has to its board of directors, the marketing automation firm announced Thursday. The company’s ...

As the coronavirus caused shutdowns and mass layoffs, investors have rushed online to look for advice and information. In fact, investor demand for advisor communication grew by 47 percent from ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The acquisition expands Broadridge's front-to-back office wealth ...

Significant spike in March 2020 reflects industry's swift response to calm growing fears of impact on retirement plans, economy NEW YORK, LONDON and TORONTO, April 8, 2020 /CNW/ - For North American ...

Fully-Licensed Content Helps Financial Advisers Drive Client Engagement and Business Development LONDON, Sept. 25, 2019 /CNW/ - AdvisorStream, which provides fully-licensed access to the world's most ...