Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Stop Worrying and Learn to Love Technology
By Danielle AndrusNot only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
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.
May 31, 2017
Morgan Stanley’s 16,000 Advisors Get Algorithmic MakeoverMan-machine fusion may help firms avoid paying signing bonuses; new software to prod advisors with suggestions and reminders.
May 30, 2017
How Automated Omni-Channel Marketing Is Reshaping Client ExperienceMost advisors are too busy to give their marketing the time and attention it requires.