Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The UBS-SigFig Partnership
By Janet LevauxExecutives Rich Steinmeier and Michael Sha describe the thinking behind the deal
September 20, 2016
Time for Advisors to Move Beyond ‘Fintech Fear’: PwC ReportWhile most wealth managers fear losing business to fintech companies, fewer than half have put fintech at the center of a digital strategy.
September 20, 2016
When Advisors Break Away, Cybersecurity Also Gets BrokenWhile breakaway advisors may have the freedom to embrace new technologies, that freedom comes with new cybersecurity risks.
September 19, 2016
Top American cities for business innovationNot every city is primed to foster business innovation. But just about every industry including insurance and financial services will be transformed by digital technologies.
September 19, 2016
Top American cities for business innovationNot every city is primed to foster business innovation. But just about every industry including insurance and financial services will be transformed by digital technologies.
September 16, 2016
Where Trump, Clinton Stand on Key Tech, Innovation IssuesAn IT foundation found much to like in both candidates general tech positions, but one has been more assertive on innovation.
September 15, 2016
The New Disruptors of Old AgeA handful of tech entrepreneurs are now looking beyond the millennial market to reach a new demographic with their own needs baby boomers.
September 15, 2016
5 Robo-Advice Myths BustedThe robo-advice market is not human vs. technology, its about helping advisors do their jobs better.