Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Reinventing the sales cycle
By David A. SaltzmanHere's how to become more efficient and more effective.
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.
March 27, 2015
6 Areas of Regulatory Focus From a Former FINRA ExecWhat do Birdman and broker-dealers have in common?
March 25, 2015
Wealth Managers Must Be High-Tech and High-TouchMany robo-advisors are aimed at younger, mass affluent investors. But boomers and high-net-worth clients like tech tools, too.