Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Where to Start Tech Spring Cleaning
By Dan SkilesThis is the time of year when spring cleaning occurs. You can apply the same mindset to your technology.
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.
March 31, 2017
Synaps Successfully Tests Blockchain Loan Servicing: Tech RoundupSynaps Loans announced on Thursday that it has created and tested a working blockchain solution for servicing syndicated loans.
March 30, 2017
Ric Edelman: Free Trading Will Crush Commissioned BrokersEdelman talks to ThinkAdvisor about investing in "exponential" technologies and why commission-based brokers are doomed, regardless of the fate of the DOL fiduciary rule.