Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Stocks slide amid global selloff as Exxon, Micron tumble
By Lu Wang and Jacob BarachThe S&P 500 slid 1.3 percent to 1,944.22 at 11:15 EDT, dropping below its average price over the past 50 days.
July 28, 2014
Robo-Advisors: What You Can Learn From Their TechnologyTo begin, robo-advisors generally excel in their overall website experience, especially as it relates to describing their offering to prospects, and there's more to learn.
July 24, 2014
Schwab, Morningstar Partner to Integrate Custodial Data in Morningstar OfficeSchwab Intelligent Technologies is partnering with Morningstar to provide RIA custody data through its OpenView Gateway platform.
July 24, 2014
4 ways the insurance industry is innovating changeIn order to succeed, insurers must adopt new technologies and focus on the millennial market.
July 17, 2014
Consultants: Minnesota exchange still has IT management problemsDeloitte didn't find an IT project director or a testing manager.
July 17, 2014
Consultants: Minnesota exchange still has IT management problemsDeloitte didn't find an IT project director or a testing manager.
July 16, 2014
Could poker protect you from Alzheimer's?News from the Alzheimer's Association International Conference.
July 07, 2014
Finding a Custodian That Fits, Part 3: Its TechnologyHow I use my custodian's technology to run my practice more efficiently and serve my clients better.