Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Integrating Outsourcing to Improve Client Service
By Savita Iyer-AhrestaniEvolution Advisers uses cloud technology and outsourcing to focus on what it does best serving clients.
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?
January 30, 2017
TD Ameritrade’s LINC Event: David Cameron to Speak, Sheryl Crow to SingThis is our biggest national conference yet, said TD Ameritrade spokesperson Joe Giannone of this weeks event.
January 23, 2017
Kitces to Advisors: Don’t Fear RobosTechnology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.
January 20, 2017
Raymond James Chooses New Data Partner: Tech RoundupRaymond James has chosen AxiomSL to provide broker-dealer and bank holding data aggregation and reporting solutions, the firm announced on Thursday.
January 19, 2017
Leveraging Advanced TechnologyIs your practice ready for the future? Learn more about the benefits of integrated technology.
January 19, 2017
Enhancing Advisor ValueIn a shifting advisory services landscape, advisors must continually demonstrate their worth to clients. Learn how leveraging an integrated technology platform can address the five key components of an advisors value proposition.
January 17, 2017
5 Predictions for Advisor Fintech in 2017The rise of artificial intelligence, shifts in power among robos change is coming for financial advisors.