Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fighting against technology is a losing battle
By Stewart VietsA hybrid approach that includes the benefits of robo-capabilities with the care and concern of a human advisor is a winning combination.
October 04, 2016
Industry change: Impossible challenge or opportunity for success?Facing change within the industry may seem impossible, but committing to meeting the challenge might change your perspective.
October 03, 2016
Big Data, E-Advisors Driving Advisor Tech: BruckensteinAt the Junxure Advisor Conference, Joel Bruckenstein, publisher of Technology Tools for Today, gave advisors his outlook on the fintech industry.
September 29, 2016
As Cloud Technology Booms, Cybersecurity Often LagsEricssons Jason Boswell says there is a lack of transformation of policy keeping up with the pace of change of moving to the cloud.
September 29, 2016
Are Big Banks, Financial Firms Ahead of Fintech Startups?IBM research looks at which financial institutions are embracing blockchain technology and why.
September 28, 2016
Technology lowers costs and bends trendKeith Lemer of Wellnet Healthcare Plan discusses how data can be used to bring down the cost of health care.
September 28, 2016
Technology lowers costs and bends trendKeith Lemer of Wellnet Healthcare Plan discusses how data can be used to bring down the cost of health care.
September 26, 2016
Cutting-Edge Private BankerKelly Coffey of J.P. Morgan U.S. Private Bank talks about how innovative technology and strong relationships are shaping the future of wealth management