Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Report flags divide between digital insurance leaders, laggards
By Warren S. HerschSeven in 10 of those polled say digital technologies have boosted customer loyalty, compared to only 36 percent of laggards.
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.
October 24, 2016
Do You Have a Technology Segmentation Strategy?Segmenting technology offerings based on client profiles can reduce costs and improve service.
October 24, 2016
Coders: The Business Partners You Didn’t Know You HadThe developers working behind the scenes on advisor technology represent the glorious underbelly of fintech youll likely never see, but depend on every day.
October 24, 2016
Addepar Reaches $500B Asset MilestoneThe financial operating system experienced 97% year-over-year growth in the past year alone.
October 20, 2016
Target-Date Funds Are 'Yesterday's Technology,' Says Stadion's DohertyStadion president and CEO Jud Doherty thinks every 401(k) plan will include a managed account option within 10 years.