Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Post-Merger Tech Integration Doesn’t Have to Be Painful
By Wes StillmanTechnology should not make or break a potential merger, but integration, compliance and liability issues should certainly be part of the discussions.
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?
June 26, 2015
TD Ameritrade’s Apple Watch App Puts Markets On Your WristTD Ameritrade Mobile's new app lets clients view their customized watch lists, stock summary and major indexes on the Apple Watch.
June 26, 2015
How disruptive fintech startups are winning the relevancy raceWhen you think about how quickly Google and Amazon have grown, its easy to imagine the same fundamental shift for the insurance industry.
June 26, 2015
How disruptive fintech startups are winning the relevancy raceWhen you think about how quickly Google and Amazon have grown, its easy to imagine the same fundamental shift for the insurance industry.
June 24, 2015
New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology OfficerMeanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.