Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
It’s Time for a Summer Technology Refresh
By Timothy WelshAs the calendar flips to August, things tend to slow down in the advisory business, making it a great time to take stock of where you are as a firm with your technology.
July 24, 2017
eAdvisors Elevate the Client Journey and Power Growth with TechnologyA fresh look at eAdvisors finds that they continue to use technology to spur productivity and enrich the client experience.
July 20, 2017
Trading Platform investFeed Trades Equities for CryptoThe social trading platform decided Thursday to stop allowing investors to trade equities on its platform.
July 19, 2017
Apex, InvestCloud Partner on Robo, Custody IntegrationApex Clearing is working with InvestCloud on a new digital advice platform for businesses that want to combine custody services and a digital offering.
July 17, 2017
Maximize Client Engagement with New Technology: Factors to ConsiderTechnology can help advisors provide the best solutions for their clients. But firms need a better understanding of how to successfully select and implement a new system.
July 17, 2017
Tech Planning Timeline for Your Breakaway RIAChoosing the wrong technology is disastrous for a new firm and costly to fix, so get it right the first time.
July 14, 2017
Fintech, Cybersecurity Among Key Risks to Banks: OCCTechnology intensifies the strategic and operational risks to banks, according to a report.
July 13, 2017
Vanguard CEO McNabb to Step DownChief Investment Officer Tim Buckley, who joined the firm in '91 as an assistant to then Chairman John C. Bogle, will become CEO on Jan. 1.