Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25
By Savita Iyer-AhrestaniBeing able to "unstick" conversations is critical to helping clients make the smartest financial decisions.
May 13, 2016
How to found a successful insurance start-upCameron 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 13, 2016
How to found a successful insurance start-upCameron 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 09, 2016
Naureen Hassan: Digital Diva — The 2016 IA 25Big challenges call for bold moves and the right people to make them.
May 06, 2016
How to Survive the Fintech OnslaughtAt Hearsay Social Summit, a private equity partner explains the waves of disruption facing older firms and how they can stay afloat.
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.