Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Set It and Forget It: 4 Reasons You Need Back-Office Automation
By Kyle TuskeyThe growing sophistication of the advisory business is rendering certain functions too difficult or tedious to tackle with the current models in place.
January 10, 2018
Digital Technologies Help the CustomersMaybe AI is coming to the annuity market because consumers need it.
January 09, 2018
Dimon Says He Regrets Calling Bitcoin a ‘Fraud’JPMorgan CEO said Tuesday he thinks government intervention may eventually hamper Bitcoins growth and acceptance.
January 04, 2018
Stock Market Hits and Misses for 2017: LPLLPL counts its 2017 stock market forecast as one of its misses.
January 02, 2018
How to Solve the 'Problem' of Legacy ClientHere's what one advisory firm is doing with unprofitable investors.
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.