Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Most Consumers Use Mix of Technology, Live Advice: Report
By Danielle AndrusIt's easier for small robos to "optimize" client service, but that doesn't mean more traditional firms can't compete, Hearts & Wallets says.
July 26, 2016
The Evolution of Data ReportingTechnology has democratized data reporting, shifting the burden to the entire firm.
July 26, 2016
What Regulators Are Looking for in Your Firm’s CybersecurityOne 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 19, 2016
Wells Fargo Plans Pilot Robo-Advisor for Early 2017 LaunchLatest Wells Fargo/Gallup survey found that investors trust the advisor who's tech-savvy more than one who's not. Also, only 5% of investors use robo-services.
July 14, 2016
Blockchain-Powered Financial Tools Get Big Push From IBM, DeloitteAn IBM center in Singapore will aim to use blockchain technology to bring efficient multi-party finance transaction and process tools to market.
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.