Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Expect Shakeout Among Robo Advisors, but Embrace Them Now
By Ginger SzalaMorningstar panelists urge advisors to embrace automated advice technology to gain efficiency and new clients.
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.
June 24, 2015
Top 5 takeaways from the IBM Amplify conferenceAt a recent conference hosted by a tech giant, customer engagement reigned supreme. Heres your takeaway.
June 22, 2015
Tech-Obsessed Advisors Looking to Streamline: Jefferson NationalAdvisors use nearly eight different software applications in their practices on average, a survey found.