Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
2018 IA 25 Fintech/IT/AI Winners
By Ginger SzalaHere are the 2018 IA25 top vote getters in Fintech/IT/AI
April 29, 2018
Inside Edward Jones' Take on TechnologyThe broker-dealer relies on advisor feedback to improve its technology, according to Principal Vinny Ferrari.
April 26, 2018
Advisors Are Making a Big Social Media MistakeWhat advisors and corporate marketing teams push may not be what clients and followers engage with most, a Hearsay study finds.
April 26, 2018
Janney's Retirement Evaluator Answers Clients' Most Common QuestionUsing NaviPlan 'engine,' Janney Montgomery Scott's add-ons allow its 800 advisors to provide custom solutions to clients.
April 25, 2018
Why Schwab's CEO Bets You Won't Be Trading Stocks on Amazon'It's a wide moat and a big decision to make,' Walt Bettinger says.
April 25, 2018
Asset Managers Prioritize Digital Transformation but Face Internal ObstaclesYet big asset managers want fintech firms to lead the way on new technologies, a survey shows.
April 25, 2018
Revamped Foundation Pushes Open-Source Collaboration in FinanceA non-profit is helping the financial services industry help itself advance its technology
April 19, 2018
United Capital Delivers a Richer Digital Client ExperienceUnder the new client experience system, firms no longer need to transition their client data to a new CRM.