Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
eMoney Advisor Unveils Virtual Reality, Optimized Marketing Tools
By Danielle AndrusEMoney debuted a virtual simulation at T3 conference on Wednesday that helps advisors explain how they will interact with clients and the eMoney platform.
February 07, 2017
News From Veo Village – Top Tech Developments From National LINCAs the largest gathering of the advisor tech community outside Joel Bruckensteins T3 conferences, TD Ameritrades Veo Village featured the latest and greatest for 2017.
February 06, 2017
How the Information Age creates insurance sales opportunitiesYour greatest asset today is not your product, service or company. It's original ideas paired with action.
February 03, 2017
SS&C, HedgeCoVest Integrate on Tech Platform, Managed Account OfferingSS&C announced it is integrating with HedgeCoVests SMArtX platform to offer reporting and portfolio accounting.
February 01, 2017
Integrating Outsourcing to Improve Client ServiceEvolution Advisers uses cloud technology and outsourcing to focus on what it does best serving clients.
January 30, 2017
The Dangers of Standing StillSometimes I think that what we do in these pages, and what you do in your jobs, is all about adapting to change.
January 30, 2017
Raymond James Unveils Robo-AdvisorThe firm says its more than 7,100 indie and employee reps will have access to the innovations by year-end.
January 30, 2017
How to Regulate Hybrid RobosHow should robos be regulated when they combine technology with human advice or sell their technology to advisors for use in their practices?