Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
SS&C’s Advent Software Buy Is a Done Deal
By Joyce Hanson"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
July 07, 2015
Are your prospects wearing ‘blinders’?Technology has changed the way we shop. Take a lesson from the gum makers so your bubble doesnt burst.
July 06, 2015
Post-Merger Tech Integration Doesn’t Have to Be PainfulTechnology should not make or break a potential merger, but integration, compliance and liability issues should certainly be part of the discussions.
July 05, 2015
Website care and feedingYour website is a living thing neglect it and it will wither. So keep it healthy with regular care and attention.
July 02, 2015
Expect Shakeout Among Robo Advisors, but Embrace Them NowMorningstar panelists urge advisors to embrace automated advice technology to gain efficiency and new clients.
June 29, 2015
M&A Activity Lifts Semiconductor StocksTechnology stocks within the S&P 500 have been top performers year-to-date and are getting another lift from merger activity in the semiconductor space.According…
June 29, 2015
How Tech Is Disrupting Money and MarketsThe IT revolution poses quandaries for the Fed and investors.
June 29, 2015
Is Your Technology Ready for an Audit?Technology is the backbone of most of your processes and procedures; can it stand up to scrutiny when the examiners come to visit?