Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Delivering on Digital at Morgan Stanley
By Janet LevauxWealth management executives Naureen Hassan and Chris Randazzo discuss the firm's "mobile-first" approach and more.
June 27, 2017
Open Architecture Is Key for RIA/BD HybridsFor hybrid firms, its important to do things in as efficient and cost-effective a manner as possible.
June 23, 2017
Novarica Finds a Sign Annuity Issuers Still Need YouThe consulting firm says agent portals appear to be high-priority IT projects.
June 22, 2017
Victor Fetter Is Out at LPL; Former AmEx, eBay Exec Is InThe IBD taps Scott Seese for the CIO post in a move that one recruiter calls "a big deal."
June 21, 2017
How to Stop Worrying and Learn to Love TechnologyNot only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
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.