Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wells Fargo Advisors’ Digital Drive
By Janet LevauxDevon McConnell, head of digital for the wirehouse, shares details on the firms developing strategy.
December 20, 2016
Technology As an Investment – And a NicheClients who are keen to have Kim Gaxiola as their financial advisor better not have reservations about technology.
December 16, 2016
Tackle tough tasks with this simple strategyWe can find a gazillion reasons to justify our procrastination. But theyre not true. We just hate starting.
December 14, 2016
Large Cracks Beginning To Form Under Robo-AdvisorsNow that the industry is processing what the delivery of financial advice will look like in the post-DOL fiduciary world, a new picture of the robo threat is emerging.
December 13, 2016
A Big Data Solution for Proactive Compliance ProgramsFor forward-thinking firms, internal investigations via big data monitoring are part of their regulatory compliance program, rather than a result of alleged misconduct.
December 07, 2016
IT makeover: NU panelists explore innovations in underwritingWhat will the insurance underwriter's job look like in three or five years?
December 07, 2016
IT makeover: NU panelists explore innovations in underwritingWhat will the insurance underwriter's job look like in three or five years?
December 07, 2016
Accelerating change through innovationRespondents to an Ernst & Young insurance survey recognize the industry is operating in a time of great disruption, and understand the need to embrace change.