Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fidelity Introduces Cloud-Based Advisor Platform
By John SullivanFidelity found 39% of advisors were currently employing some form of cloud computing.
April 19, 2013
Mobile Technology ‘Distracting’ From Long-Term Planning: NorthwesternRespondents across all generational cohorts are increasingly distracted by technology.
April 16, 2013
Technology's distractions could be hindering planningMore than six in 10 survey respondents say they feel too busy to think about long-term goals.
April 16, 2013
Technology's distractions could be hindering planningMore than six in 10 survey respondents say they feel too busy to think about long-term goals.
April 16, 2013
Wealth Managers Look to Technology to Free Up Time for ClientsWealth management firms will focus on leveraging technology to provide a better experience for clients and advisors over the next two to five years, according to a new survey released Monday by Ernst & Young.
April 12, 2013
How Automation and Scalability Can Keep You CompliantFor an RIA firm to survive an audit in the age of transparency, it must gather and process data differently. Here are three tips to do so.
April 03, 2013
Why I Think Ric Edelman Is Ahead of the Curve, AgainTechnology will change advice giving in the very near future, especially among younger people. Rics ready. Are you?
April 02, 2013
Morgan Stanley Grabs 4 From Merrill, WellsThe new advisors come on board in the Midwest with about $3.7 million in yearly fees and commissions.