Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Nasdaq, Citi Launch Blockchain Payments System: Tech Roundup
By Danielle AndrusNasdaq and Citi announced on Monday that they have collaborated to launch a blockchain-based payment system that facilitates straight-through payment processing and reconciliation.
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."
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.