Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Staying Out of the Technology Penalty Box
By Timothy WelshAdvisors used to be able to avoid the penalties associated with being late adopters of technology; however, that is no longer the case, Joel Bruckenstein said recently.
April 20, 2017
World’s Best Cities to Launch a Fintech Firm: Deloitte ReportDeloitte published in April an interim report on behalf of the Global FinTech Hubs Federation that measures the fintech environment in 44 cities.
April 14, 2017
Set Up to Fail: Bosses Create Problem Employees More Often Than You ThinkI cant tell you how many times an owner-advisor client has come to me about an employee who is not working out.
April 14, 2017
Balance Is Key to Advisor Tech, Client Service: KitcesFinancial planning, not client psychology or portfolio construction, are the true value-adds for advisors, Michael Kitces says.
April 11, 2017
How a Fishing Proverb Can Be a Tech LessonYou dont necessarily need the fanciest, most expensive product to do the job.
April 11, 2017
Connected Capital: Financial Services in an Always-On WorldTo make the most of technology, RIAs must do more than simply offer online versions of offline practices.
April 03, 2017
Envestnet's Jud Bergman on the Kasparov Principle"Humans plus machines deliver better outcomes" than either alone, says the Envestnet CEO.
April 03, 2017
Raymond James Is Ready to RoboThe firm, which works with over 7,000 advisors, plans to launch its own robo advisor later this year.