Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Here's What AI Can Do for Advisors
By Andrew BrzezinskiAI can help advisors work smarter and provide more value to clients, but it isn't the answer to every problem.
January 10, 2019
Warning to Advisors: Your Clients Don't Always Listen to YouHartford survey finds communication disconnects (e.g., on bear markets) between advisors and clients.
January 10, 2019
Advisors Must Embrace Tech to Keep Competitors at Bay: CFP BoardDigital Advice Working Group offers advisors three pieces of digital advice as they head into the new year.
January 10, 2019
Prospects Rely on Internet to Find an AdvisorThe average prospect gets 2.6 referrals and then looks up those advisors online, according to AdvisorEngine's Matt Kress.
January 09, 2019
United Capital Launches Mobile App for InvestorsThe app "gives clients the tools they need to understand their financial lives and gives advisors a dynamic way to engage their clients untethered to geography. The future is bionic," says United Capital's Duran.
January 09, 2019
Logging Into Bank Accounts Is a $3B BusinessOne player in the space, Plaid, says it's buying New York-based Quovo in a deal that could be worth about $200 million.
January 08, 2019
What's Next for Atria After Buying Next Financial?As industry watchers compare Atria to Cetera, management insists the firm is focused on bringing the right services to its advisors.
January 08, 2019
What RIAs Are Thinking for 2019, in 7 Charts: TD AmeritradeTD Ameritrade Institutional released its latest RIA Sentiment Survey of 302 independent RIAs.