Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
5 ways annuity providers can use tech for fiduciary compliance
By Mary Anne DurallPolitics aside, the best advice for insurance and finance firms is to proceed, full steam ahead, with fiduciary rule compliance plans.
November 23, 2016
Vanare, Now AdvisorEngine, Receives $20M From WisdomTreeWisdomTree has invested $20 million for a 36% equity stake in Vanare, which has rebranded as AdvisorEngine.
November 23, 2016
Technology Critical to Meet Increasing Compliance BurdenRegulators are using technology to crack down on financial services firms; advisors should use the same technology.
November 22, 2016
How One RIA Uses Technology to Nurture Client RelationshipsFrom overhead projectors to a state-of-the-art media space, Brand Asset Management is focusing on how clients interact with its advisors to support growth.
November 21, 2016
2016 Holiday Tech To-DosDecember can often feel like the final mile of a marathon. You have made it most of the way, but theres more to be done.
November 21, 2016
Can Trump, GOP Stop DOL Rule? Not LikelyPolitical movement has created doubt in the industry over whether to continue investing in technology to comply with a best interest standard.
November 20, 2016
5 Sink-or-Swim Metrics for RIAs in 2017Many industry benchmarking studies are reporting that profitability has been falling in most independent advisory firms over the past two years.
November 16, 2016
Live from NAILBA: digital marketing best practicesHere's how to reach the insurance agent of today in a digital way.