Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Robo Platform Provider NextCapital to Custody With Pershing
By James J. GreenPershings Mark Tibergien says the agreement is all about ushering financial institutions into the age of digital wealth management.
February 17, 2016
3 reasons that new piece of technology won’t make a differenceNo matter your agency strategy, you need tools, you need people that use them effectively and consistently. Here's 3 reasons why your tools aren't working.
February 16, 2016
Why many insurers are investing in CRM systemsIt may come as a surprise to many insurers that CRM is experiencing a resurgence.
February 05, 2016
The rich are already using robo-advisors, and that scares banksIf banks are watching wealthy clients flirt with robo-advisors, and racing to release their own versions, what is the insurance industry doing?
February 05, 2016
The Rich Are Already Using Robo-Advisors, and That Scares BanksSome 15% of Schwab's robo-clients have at least $1 million; Morgan Stanley, Wells Fargo, BofA planning automated services.
February 05, 2016
The Rich Are Already Using Robo-Advisors, and That Scares BanksLenders are racing to release their own automated investing technologies this year.
February 01, 2016
What You Need to Know About E-SignaturesIn many respects, the successful adoption of electronic signatures (e-signatures) by advisors has more hurdles than any other technology now commonly used.
February 01, 2016
Wirehouses Gear Up on the Tech FrontierThe largest broker-dealers aim to become more technologically nimble and the results are starting to show.