Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tech Winners, Losers Under Trump Administration
By Ginger SzalaAfter crashing on the news of Donald Trumps election, the broad stock market partially came back, particularly bank stocks.
November 07, 2016
Technology Drives Service at TCAFor advisors and financial professionals, 2017 is going to be bumpy," says Joshua Pace, president and CEO of Trust Company of America.
November 07, 2016
Report flags divide between digital insurance leaders, laggardsSeven in 10 of those polled say digital technologies have boosted customer loyalty, compared to only 36 percent of laggards.
November 04, 2016
We're More Productive Than We ThinkThe way we measure productivity today, which captured the output of the economy in the last century, isn't up to the task in this century.
November 03, 2016
Prepping the Winter HomeFor many HNW individuals, homes in wintry climates can present extraordinary financial risks, from burst pipes in kitchens to ice damming at roof edges.
November 02, 2016
Fund Giant Vanguard to Open Tech Lab in 2017Philadelphia will soon be home to the Vanguard Innovation Center, according to CEO Bill McNabb.
October 31, 2016
Morningstar Names New Tech, Data ChiefsChicago-based fund research firm also just added a new floor to house tech team
October 25, 2016
Technology Disruption Driving M&A in Wealth ManagementThe first wave of acquisitions was driven by incumbents in an effort to slow down client defection to new entrants.