Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Is Your Technology Working Against You?
By Savita Iyer-AhrestaniTechnology 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 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.
March 09, 2017
Talent Development, Cybersecurity Are Top Advisor Concerns: IAA/Cerulli PollIn premier Executive Outlook Survey, fee pressure, technology and compliance costs are growing worries.
March 09, 2017
Why the Bitcoin Blockchain Won’t Transform Financial ServicesPublic distributed ledgers like the blockchain supporting bitcoin have drawbacks that make them unsuitable for financial firms needs, according to Corporate Insight.
March 07, 2017
Integration Key to Battling Advice CommoditizationDigital advice solutions have made investment selection and portfolio construction more of a commodity than a differentiator.
March 03, 2017
3 Things Firms Must Do to Dominate Digital: State StreetTo be digital leaders, financial firms need to focus on integration, integrity and intelligence of their data.
March 01, 2017
The Goldilocks Theory of FintechRemember the Goldilocks fable? The infamous invader came across porridge that was too hot, porridge that was too cold, and porridge that was just right.
February 28, 2017
JPMorgan Software Does in Seconds What Took Lawyers 360,000 HoursA learning machine is parsing financial deals that once kept legal teams busy for thousands of hours. And that's just the start for JPMorgan.