Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How a Fishing Proverb Can Be a Tech Lesson
By Savita Iyer-AhrestaniYou dont necessarily need the fanciest, most expensive product to do the job.
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.
March 27, 2017
Is Your Technology Working Against You?Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
March 23, 2017
March Madness: How to Move Your Value Prop to a Higher BracketYour real competition isnt the market, its other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
March 14, 2017
Part 2: Direct primary care suitabilityContinued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.
March 10, 2017
Autonomous Research Launches New Products: Tech RoundupFintech analysis firm Autonomous Research announced on Thursday that it has launched a set of analytical products with insights into various fintech trends.