Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors cite biggest tech challenges
By Warren S. HerschAdvisors cite lack of automation, integration as biggest tech challenges.
March 07, 2013
Raymond James Names Campagnoli Chief of ITThe veteran tech expert will now lead tech operations across the financial-services firm.
March 06, 2013
Some investors unimpressed by advisors' tech savvyStudy finds wealth managers technological capabilities lag in delivering investment insights
March 06, 2013
Morgan Stanley Grabs Merrill IT ExecChris Randazzo leaves BofA to support Gorman and team's $500 million technology push.
February 28, 2013
How has technology affected the way your advisor does business?He uses his computer to make presentations with graphs of our holdings, etc. They’re pretty fancy-looking. Sometimes we need him to explain what…
February 28, 2013
Raymond James Retires Morgan Keegan Brand, as Tech Transition EndsRaymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James technology systems.
February 28, 2013
Newly Affluent Unimpressed With Advisors’ Use of Tech and Investment StrategyUp-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.
February 25, 2013
Use Technology to Protect Clients' Personal InformationClients may tell you how important it is for their personal information to be protected. What a lot of them dont realize is that much of their informationsome very personal and specificis readily available on the Internet, usually free of charge.