Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
USAA Nabs Citi's FinTech Chief
By Janet LevauxHeather Cox joins USAA as head of IT, digital strategy and client experience as the firm is pioneering biometrics for account logins.
August 10, 2016
How Robo Technology Will Take Independent Advice to the Next LevelAided by robos, advisors will become more like todays doctors, analyzing information collected by robo platforms, reviewing the platforms' recommendations and helping clients implement them.
August 09, 2016
Most Consumers Use Mix of Technology, Live Advice: ReportIt's easier for small robos to "optimize" client service, but that doesn't mean more traditional firms can't compete, Hearts & Wallets says.
August 08, 2016
Technology startups target in-home care market for elderlyWeb-based startups are aiming at the home health agency market.
August 03, 2016
What DOL Fiduciary Rule Means for Your Digital MarketingYou can tap into investors' desire for an advisor who puts their interests first through your marketing.
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.