Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Rich Are Already Using Robo-Advisors, and That Scares Banks
By Hugh Son & Margaret CollinsSome 15% of Schwab's robo-clients have at least $1 million; Morgan Stanley, Wells Fargo, BofA planning automated services.
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.
January 27, 2016
4 secrets to being exceptionally productiveBeing productive isnt necessarily about doing more work in the day. But what does "working smart" really mean?
January 26, 2016
Flexible workers, AI keys to future success, Accenture predictsSeventy percent of business executives plan to invest more in artificial intelligence than they did in 2013, Accenture reported.
January 26, 2016
Flexible workers, AI keys to future success, Accenture predictsSeventy percent of business executives plan to invest more in artificial intelligence than they did in 2013, Accenture reported.
January 22, 2016
Advisors Overweight Technology, Financials Amid Earnings Concerns: SSGAHere's where advisors are putting money as concern grows over volatility and geopolitics, according to State Street.
January 21, 2016
Tech Tools to Help You Better Know, and Serve, Your ClientsWith image recognition tech tools, some available now for free, advisors can truly know their clients far beyond the superficiality of risk questionnaires.
January 15, 2016
Top 10 Wealth Management Trends for 2016New regulations and digital service models will keep wealth managers busy, Aite Group says.