Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What Regulators Are Looking for in Your Firm’s Cybersecurity
By Wes StillmanOne in five RIAs could face a security breach this year; no wonder regulators are watching. At its best, cybersecurity management is a three-legged stool.
July 13, 2016
Could health care benefit from blockchain technology?Proponents of blockchain say it not only helps with privacy and security issues for health records, but also the scalability of health records.
July 13, 2016
Could health care benefit from blockchain technology?Proponents of blockchain say it not only helps with privacy and security issues for health records, but also the scalability of health records.
July 08, 2016
Legg Mason Buys Big Stake in Robo-AdvisorThe asset manager says the deal will help it boost distribution to partnering advisors coping with new DOL rules.
July 07, 2016
Waddell & Reed Adds eMoney to Advisor Tech PlatformThe broker-dealer, which has about 1,800 advisors, is building a new platform and does not plan to roll out robo-advisor services.
July 05, 2016
Technology tools improve communication with employeesCommunication and consumerism tools can help boost health care literacy among new employees, especially within smaller groups.
July 05, 2016
Technology tools improve communication with employeesCommunication and consumerism tools can help boost health care literacy among new employees, especially within smaller groups.
June 30, 2016
JPMorgan to Adopt Fintech Startups With In-House IncubatorEmerging fintech companies to receive access to funds, network; startups attend "In-Residence" program for six months.