Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wealth Managers Say Technology Is Their Biggest Challenge: Poll
By Michael S. FischerMobile appears to be a particular pain point for advisors, according to a report from Thomson Reuters and Forbes.
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.
March 06, 2018
Morgan Stanley Wealth Taps New Tech Exec After DepartureSal Cucchiara takes over from Chris Randazzo, who is joining former colleague Greg Fleming at Rockefeller Capital.
March 05, 2018
LPL Delays Death of BranchNet, but Upgrades New PlatformAs the independent broker-dealer makes a tech switch, its advisors react to how plans are being tweaked.
February 27, 2018
How to Win the Man vs. Machine Advice GameAs the pace of technology disrupts financial services, experts speaking at industry conferences share ways advisors and clients can adapt in both the short and long term.
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.