Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to found a successful insurance start-up
By Lynette GilCameron Jacox is what you might call a dream recruit for the insurance industry: young, smart and able to see the enormous opportunity that lies ahead.
May 05, 2016
Eric Clarke: The Integration Evangelist — The 2016 IA 25Orion Advisor Services is hyper focused on providing advisors with the most integrated portfolio accounting system available, said founder and CEO Clarke.
May 05, 2016
Robo Takeover of Advice Industry Is a Myth, Morgan Stanley Tech Exec SaysThe key challenge for financial firms is meeting the expectations of both advisors and clients, not competing with robos, Chief Digital Officer Naureen Hassan said.
May 04, 2016
Ed O’Brien of eMoney: The Passionate Technologist — The 2016 IA 25At eMoney, where he is now CEO, Ed OBrien wants to help advisors deepen their relationship to clients using technology.
May 02, 2016
Technology, quality and the customer experienceIn an age when everyone is trying to improve the customer experience, the Achilles heel of tech may be the technologies that businesses have little control over.
April 29, 2016
Raymond James to Roll Out Mobile App, Cybersecurity FeatureLonger-term plans involve bringing together large amounts of product information and portfolio data for advisors.
April 25, 2016
7 Pioneers Taking Advisor Tech to New Levels: The 2016 IA 25 SlideshowThese IA 25 honorees are working hard to meet advisors technology needs, and some are reshaping the industry.
April 25, 2016
4 Ways to Derail a Technology UpgradeThe technology in our lives and in our businesses always needs attention.