Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What's Behind the 'Great Unbundling' of Wealth Management?
By Timothy WelshThe latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
June 20, 2019
Technology Is Not the Enemy. It's an EnablerAn insurtech executive offers his ideas about simple steps that may result in major productivity gains
June 12, 2019
Pershing Execs Want to Help Advisors 'Do More' and 'Do It Faster'Focus on building value and "let us do the heavy lifting behind the scenes," incoming CEO Jim Crowley tells advisors at the Insite kickoff.
June 09, 2019
Claims Teams Need Insurtech, TooThe authors — three top executives at RGA — say claimtech could start to take off next year.
June 07, 2019
The Trouble With RobosCorporate Insight's research finds that even the largest digital advice providers need to raise their game.
June 03, 2019
A Timeline of the Contentious Fiduciary RulesThe SEC's Regulation Best Interest was born out of a years-long struggle to regulate brokers as fiduciaries.
May 28, 2019
The 2019 Broker-Dealer Presidents Poll: Best of Times, Worst of TimesProfits are up, as are broker-dealer headcounts — while time and money spent on compliance and technology plague the business.
May 28, 2019
Importance of Being Up to Date With TechTop tech gurus discuss what advisors need to do infrastructure-wise to stay ahead.