Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Making the Most of Advisors’ Tech Tools
By Katherine VessenesHow we saved time and reduced frustration.
May 18, 2016
Want to Win the Robo Game? Think Like a Chess Champ: Envestnet CEOAdvisors who fear robo-advisors and other technological advances should take a tip from chess grandmaster Garry Kasparov, Envestnet CEO Jud Bergman says.
May 16, 2016
Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25Being able to "unstick" conversations is critical to helping clients make the smartest financial decisions.
May 16, 2016
5 Partners Providing Advisor Solutions: The 2016 IA 25 SlideshowYoure only as strong as your support system, and advisors work with various partners to assist them in their day-to-day operations, from custodians to technology providers.
May 16, 2016
UBS Partners With SigFig on Tech PlatformThe Americas wealth unit has decided not to go it alone when it comes to digital offerings; no robo-advisor is planned.
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.