Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Revamped Foundation Pushes Open-Source Collaboration in Finance
By Ginger SzalaA non-profit is helping the financial services industry help itself advance its technology
April 18, 2018
Snappy Kraken Aims to Change Bad Advisor-Video RelationshipThe advisor marketing firm's strategy: create professional, affordable video for advisors to use.
April 10, 2018
Software Firm Seeks Tablet Banking Users, Doesn't Find ManyResearch finds tablets are rarely used for mobile banking. If they are used, it's probably an iPad.
April 06, 2018
Technology Can Either Be a Solution or Obstacle to Advisor GrowthTechnology can free advisors to grow their business, but adoption doesn't always go smoothly.
April 05, 2018
Redtail Readies New Atlanta Headquarters, Boosts HiringThe CRM provider will add 30 staff positions in 2018, more than doubling its customer service team.
April 04, 2018
Advisors, Amazon Is Not Coming for Your JobNew Cerulli research examines what's stopping the world's largest tech companies from entering the digital financial advice market.
April 04, 2018
What Is Regtech, Anyway?SEC Commissioner Piwowar calls the term 'ill-defined,' while Aite says the term has drawn increasing interest in the last two years.
April 03, 2018
ScratchWorks Unites Fintech and RIA FundingFive advisory firms take a critical look at entrepreneurial ideas presented to them in a "Shark Tank" format, and the industry gains as a result