Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Ron Carson, Others Lure Clients With Latest Tech
By Jane Wollman RusoffExperts share ways to use the latest and greatest tools while giving clients an advisor-friendly experience.
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.
July 12, 2017
Orion Forms New Partnership to Launch Tech, Marketing Platform for TAMPsAdvisoryWorld and Mineral Interactive join the portfolio accounting software provider to create customized solutions.
July 11, 2017
What to Do When You Outgrow Your TechnologyHenssler Financial has always endeavored to give back to the Kennesaw community, but keeping up with changing regulations and the vast array of investment options calls for a solid technology solution.