Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
AIG names JPMorgan’s Lewis digital chief after Samant’s exit
By Katherine ChiglinskyAmerican International Group Inc. has named Michael Lewis chief digital officer as the company turns to technology to simplify operations and gain an edge against smaller rivals.
June 23, 2016
How Mobile Tech Can Help Advisors Build RelationshipsExpanding regulatory frameworks, new types of competition and evolving client expectations are working together to create a need to innovate for advisors.
June 23, 2016
Meet Virtually, Invest Digitally: The New Wealth ManagementVirtual reality, digital currency and frictionless trading: how technology innovation is bringing the future closer.
June 20, 2016
The New Jobs Market: Minimal EmploymentAs employees get a higher minimum wage and broader overtime eligibility, their incomes will rise but so will the cost to their employers.
June 20, 2016
Is Your Technology an Obstacle in Providing Value to Clients?Technology clearly can assist in creating value, but it can just as easily send the wrong value message to your clients.
June 20, 2016
Tech Sector Slower but Steady This Year: BDOCybersecurity and regulations are tech firm leaders' biggest concerns, but that's not all.
June 20, 2016
A Simple Software Decision-Making ProcessWhen adding new technology to your firm, follow these simple steps to move your decision from the emotional to the rational.
June 15, 2016
Fintech is ending money management as we know itNew tools make it possible for small firms to offer service that were out of reach just a few years ago.