Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Dimon Says He Regrets Calling Bitcoin a ‘Fraud’
By Jennifer SuraneJPMorgan CEO said Tuesday he thinks government intervention may eventually hamper Bitcoins growth and acceptance.
January 02, 2018
What Will You Spend on Technology in 2018?Do you know how much you will spend on technology in 2018? It is a simple question, but often the specific dollar amount can be elusive for advisory firms. You probably know what you spent last year, and maybe that is your quick answer for 2018.
January 02, 2018
Criminal Underworld Dropping Bitcoin for Another CurrencySome coins post fake blockchain entries to hamper surveillance; Monero and others lure criminals as Bitcoins privacy weakens.
January 02, 2018
AdvisorEngine Buys Cloud-Based CRM Platform JunxureThe move comes as WisdomTree pledges $30 million in funding for further growth and technology.
December 28, 2017
5 Trends to Watch in Fintech, Wealthtech and Regtech in 2018What innovations and emerging competitors will we witness in the coming year?
December 27, 2017
World's Wealthiest Became $1 Trillion Richer in 2017Richest fortunes rise 23% this year to top $5 trillion; Bloomberg Billionaires Index uncovered 67 billionaires this year.
December 19, 2017
Why Google and Amazon Keep Fidelity and BlackRock Up at NightAlexa ... will I meet my retirement goal?
December 14, 2017
Vanguard to Launch Blockchain PlatformThe mutual fund giant recently concluded a successful pilot using blockchain for 17 index funds.