Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fintech is ending money management as we know it
By Barry RitholtzNew tools make it possible for small firms to offer service that were out of reach just a few years ago.
June 14, 2016
Here's how to connect with distracted clientsIn an era when smartphones, tablets and 24-7 connectivity are near-ubiquitous, getting and keeping the prospect's attention is becoming harder than ever.
June 14, 2016
BofA veteran opens fintech startupPaul Richards retired as co-head of EMEA corporate banking at BofA in 2014. His new fintech startup will serve wealthy clients.
June 13, 2016
Banks mine troves of personal spending data in marketing pushConsumers are getting more comfortable paying for things with their phones, and that has banks thinking more and more like marketers.
June 09, 2016
From meatless meat to 3-D printing: Alphabet’s top interestsGoogle's parent is still looking for ways to get involved with health care
June 09, 2016
From meatless meat to 3-D printing: Alphabet’s top interestsGoogle's parent is still looking for ways to get involved with health care
May 31, 2016
The elements of successful consulting with Chad SchneiderIf you are thinking about taking a more consultative approach and want a roadmap for how to get there, this episode is for you!
May 27, 2016
Stuart DePina: Advisor Tech Entrepreneur and Intrapreneur — The 2016 IA 25If you want to understand how technology can make advisors of all kinds more efficient, listen to Tamarac | Envestnet's Stuart DePina.