Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Gates, Pritzkers Take on Musk in $5 Billion Race for New Battery
By Christopher MartinGates is backing MITs Donald Sadoway, who says hes perfected the chemistry for a 10-ton liquid metal battery.
April 13, 2015
The ultimate sales appTechnology helps us do a myriad of things more easily. But when it comes to sales, the killer app is you.
April 10, 2015
Survey: Top IT expense at insurers is internal staffInsurers spend on average 20 percent of their IT budgets on maintenance fees for IT solutions they own.
April 10, 2015
10 of the hardest working cities in AmericaHow many hours do Americans work in a day? The easy answer is: More than Europeans.
April 02, 2015
The Password Is DeadNo company or consumer is safe from cyberattacks, and financial services firms represent a huge opportunity for hackers.
April 02, 2015
In a Tech Merger, Don't PanicThe first quarter of 2015 was busy for technology companies that serve advisors, as many were acquired or sold a significant portion of their company.
April 02, 2015
Fidelity Merges Clearing and Custody Arms; Launches Tech UnitIn a move five years in the making, Fidelity is combining its RIA custodian and broker-dealer clearing units, it announced in March. It has also created a new technology operation, Fidelity Wealth Technologies, that will include the recently acquired eMoney Advisor.
April 02, 2015
Riskalyze’s Klein: ‘We Can’t Out-Robo the Robo-Advisors’Riskalyze CEO Aaron Klein discusses what he says is a better way for advisors to stay competitive.