Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Harness Wealth Rolls Out Advisor Matchmaking Service for Gen Xers
By Michael S. FischerThe tech-enabled offering pairs clients with advisors vetted by the firm.
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.
May 22, 2019
LPL to Enter Employee ChannelThe firm also plans to boost tech spending, in part to support this move.