Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Can Competing BDs Share Technology?
By Danielle Andrus, James J. GreenAt the 2016 Broker-Dealer of the Year roundtable, the leaders discussion turned to a chicken-egg dilemma.
August 30, 2016
Meb Faber’s Cambria Rolls Out Robo-Advisor for InvestorsThe RIA also has its eyes set on an offering for advisors, according to Chief Investment Officer Meb Faber.
August 25, 2016
A career where the insurance industry and technology meetAmy Christofis followed an interest in health care and economics to a job that leverages technology to help employers, employees, providers and insurance companies.
August 25, 2016
A career where the insurance industry and technology meetAmy Christofis followed an interest in health care and economics to a job that leverages technology to help employers, employees, providers and insurance companies.
August 22, 2016
Technology Observations From BelizeOne thing I learned on a trip to Belize: You need to be prepared to use multiple channels to communicate with your clients.
August 17, 2016
Technology to the rescue for fiduciary rule complianceTechnology likely will play a large role in the new paradigm. Here's how.
August 17, 2016
Technology to the rescue for fiduciary rule complianceTechnology likely will play a large role in the new paradigm. Here's how.
August 17, 2016
Robo Technology's Promise Redux: It’s About the Clients, StupidComments on a prior blog lead me to refine my point about who will be the bigger beneficiary of digital advice platforms.