Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
3 Common Client Concerns About Advisor Tech
By Tricia HaskinsFear of the unknown and comfort with the status quo can sometimes result in resistance to new technology, but you can ease clients' worries.
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.
February 02, 2018
How to Win Man vs. Machine Advice GameAt TD Ameritrade LINC, executives discuss how the firm is moving to innovate faster than rivals to support RIAs and retail clients.
February 01, 2018
Ignoring Blockchain ETFs Will Not Make Them Go AwayIts still too early for this technology to be written off by advisors as a investment fad thats waiting to whither away.
February 01, 2018
Ric Edelman: Vanguard, Other Bitcoin Deniers Will Eat Their WordsWe are seeing a lot of dumb statements out of Wall Street, the popular wealth manager said.
January 25, 2018
Ladenburg Makes New Fintech PushThe initiative includes a lab and possible strategic equity investments in third-party technology and fintech solutions providers.
January 25, 2018
Carson Group Sees $3B in Asset Growth for 2018The firm says it boosted revenues 240% in the past five years and plans more tech, other initiatives to propel growth.
January 25, 2018
Carson Group Sees $3B in Asset Growth for ’18The firm says it boosted revenues 240% in the past five years and plans more tech and other initiatives to propel growth.