Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors Are Doing Videos Wrong. Here's a Recipe for Success
By Robert SofiaA good 'nurture campaign' that includes video will work for you 24/7, even when you're not there to do the selling yourself.
March 16, 2018
NaviPlan Upgrade Boosts 'Advisor Gamma': ExecAdvisors need better financial planning software to compete against robos — and the no-longer-slumbering big banks, says Advicent COO Tony Stich.
March 16, 2018
Want New Clients in Your Neighborhood? Consider SmartAdvisorOnline tool provides vetted client prospects with geo-targeted advisors, without a long-term commitment.
March 14, 2018
The Critical Question Regulators Need to Answer About CryptocurrencyThe SEC and CFTC need to determine what makes a crypto token a commodity or a security, lawmakers say.
March 09, 2018
Wealth Managers Say Technology Is Their Biggest Challenge: PollMobile appears to be a particular pain point for advisors, according to a report from Thomson Reuters and Forbes.
March 08, 2018
The Technophobic Advisor's Guide to Picking the Right TechIf you got into this business because you love helping people — not because you love technology — the pressure around tech can feel overwhelming.
March 07, 2018
SEC: Digital Assets Trading Platforms Must RegisterSEC has been signaling that token trading platforms would be scrutinized to determine whether they were in violation of exchange or broker registration provisions, says attorney Morgan.
March 07, 2018
S&P Global to Buy Fintech Firm Kensho for $550MThe startup is a Wall Street darling, say S&P executives, thanks to its smart platforms, complex algorithms and artificial-intelligence abilities.