Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wells Fargo Doubles Cost Slashing as Scandal Spurs Tech Push
By Laura J. KellerBank says it will eliminate $4 billion of expenses by 2019; management abandons longstanding target for efficiency ratio.
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."
May 04, 2017
Staying Out of the Technology Penalty BoxAdvisors 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.
May 03, 2017
Bionic Advisors: Envestnet and the Kasparov PrincipleIf you want to outmatch both robos and humans alone, think like chess champion Garry Kasparov, Envestnet CEO Jud Bergman says.
May 01, 2017
Where to Start Tech Spring CleaningThis is the time of year when spring cleaning occurs. You can apply the same mindset to your technology.
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.