Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Prepping the Winter Home
By Fran O'BrienFor many HNW individuals, homes in wintry climates can present extraordinary financial risks, from burst pipes in kitchens to ice damming at roof edges.
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.
October 20, 2016
Technology Integration Critical to Compete With WirehousesIntegrated Wealth Management built a more attractive technology offering to draw talented advisors away from wirehouses.
October 19, 2016
Renovators want homeowners to think big about aging'Thriving in place' advocates says consumers need more than grab bars in the bathroom.