Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Novarica Finds a Sign Annuity Issuers Still Need You
By Allison BellThe consulting firm says agent portals appear to be high-priority IT projects.
June 21, 2017
Pershing’s New Advisor Tech ExperienceAI, chatbots and facial recognition are all on deck in Pershings revamped NetX360 workstation.
June 19, 2017
How to Make Technology Part of Your M&A StrategyTechnology is not just a way to engage clients; advisors can use it to attract breakaways and scale their practice.
June 19, 2017
Advisors’ Use of Digital Technology Needs Overhaul: Global Wealth ReportDigital initiatives have largely centered on providing customers with basic portfolio functionalities, but more is needed.
June 16, 2017
10 Most Digitally Competitive Countries: 2017In digitally competitive countries, government must facilitate the adoption of new technologies, according to IMD Ranking report.
June 16, 2017
Cetera Rolls Out Insurtech Solution: Tech RoundupCetera Financial Institutions announced on Tuesday that it is rolling out a new portal designed to help its advisors simplify insurance purchasing for clients.
June 13, 2017
Redtail Ditches 'One-Star' App for New Mobile ExperienceFor many years, Redtail Technology focused on having a responsive website rather than focusing on its mobile app, and as a result the app suffered.
June 06, 2017
When it Comes to Advisor Tech, Size Does Not MatterNo matter how big, small or in the middle your firm is, technology is mission-critical to succeed. Three advisory firm leaders share how they've used technology to grow their practice.