Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Morgan Stanley Wealth Taps New Tech Exec After Departure
By Janet LevauxSal Cucchiara takes over from Chris Randazzo, who is joining former colleague Greg Fleming at Rockefeller Capital.
February 27, 2018
Steps to Prevent Online Fraud, Attacks in 2018New cybersecurity vulnerabilities mean advisors need to be even more vigilant this year
February 27, 2018
Indie BDs Dominate as Tech Rises and Brands FallHow technology is giving the independent channel a decisive advantage over the traditional Wall Street brokerages.
February 14, 2018
What the Automation Monster Means for Advisors, Broker-DealersA look at the professions and tasks to avoid, because they'll likely be replaced by robots or software automation.
February 12, 2018
3 Common Client Concerns About Advisor TechFear of the unknown and comfort with the status quo can sometimes result in resistance to new technology, but you can ease clients' worries.
February 09, 2018
Bruckenstein: Don’t Serve 21st Century Clients With 20th Century TechBeware of crappy portal syndrome, Joel Bruckenstein warns advisors at his T3 conference.
February 07, 2018
Ric Edelman to Advisors: Your Advice to Clients Is ‘Fatally Flawed’Edelman tells T3 attendees how to adjust their businesses for a radical new world so they wont be out of business.
February 05, 2018
Using Tech to Reach Affluent Clients of All AgesAffluent clients of all ages want their advisors to have the right digital tools to quickly facilitate their financial transactions, and its essential for advisors to step up their game and use technology to differentiate the firm.