Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Waddell & Reed Adds eMoney to Advisor Tech Platform
By Janet LevauxThe broker-dealer, which has about 1,800 advisors, is building a new platform and does not plan to roll out robo-advisor services.
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.
June 30, 2016
AIG names JPMorgan’s Lewis digital chief after Samant’s exitAmerican 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 30, 2016
Microsoft says Windows 10 runs 350 million devicesMore than 96 percent of Microsofts Windows enterprise customers those who have older versions of Windows and a volume license to use them are already trying the new operating system.
June 28, 2016
Diabetes breakthrough nears with Medtronic’s artificial pancreasDiabetics are on the cusp of a breakthrough that could ease the endless task of manually testing and adjusting their blood sugar levels.
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.