Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Morgan Stanley’s 16,000 Advisors Get Algorithmic Makeover
By Hugh Son, BloombergMan-machine fusion may help firms avoid paying signing bonuses; new software to prod advisors with suggestions and reminders.
May 22, 2017
How Advisors Can Increase Client Referrals With Digital InfrastructureFrom the advent and coming-of-age of robo-advisors to preparing for the ever-impending Department of Labor fiduciary rule, its been a tough few years for independent advisors.
May 16, 2017
Technology Does More Than Simplify Your Business--It Helps You Work SmarterSee how firms working with Fidelity use technology to create scale, increase efficiency and grow their businesses
May 16, 2017
When Advisors Become Technology DevelopersListening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need, says SS&C Advent's Dave Welling.
May 11, 2017
Wells Fargo Doubles Cost Slashing as Scandal Spurs Tech PushBank says it will eliminate $4 billion of expenses by 2019; management abandons longstanding target for efficiency ratio.
May 10, 2017
Tamarac Is Fixing Advisors' Software Pet PeevesEnvestnet | Tamarac is working hard to reduce the number of clicks it takes to get something done, Chief Technology Officer Brandon Rembe said.
May 10, 2017
Supporting the Entrepreneurial AdvisorGrowing up behind the Iron Curtain in Kiev, Ukraine, Docupace founder Michael Pinsker had always admired Americans' spirit of entrepreneurial freedom.
May 08, 2017
Ron Carson — The Advisor’s Advisor: The 2017 IA 25He argues today's reps must prove their worth and adjust to change; "you either evolve quickly or become irrelevant."