Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
5 Trends to Watch in Fintech, Wealthtech and Regtech in 2018
By Anthony StichWhat innovations and emerging competitors will we witness in the coming year?
December 14, 2017
Vanguard to Launch Blockchain PlatformThe mutual fund giant recently concluded a successful pilot using blockchain for 17 index funds.
December 12, 2017
Innovation Is So Last Year. It’s Time to Execute.The technology entering the advisory space in 2018 is likely to be existing tech, adapted to create new and better solutions for existing problems.
December 06, 2017
Good Client Experience Really Is About … the ClientsProspects and clients should feel that your firm was created to serve clients just like them.
December 06, 2017
Benefits and Roadblocks to Blockchain Adoption by Wealth ManagementGiven blockchains potential significant impact, many firms are beginning to dedicate resources to understand and integrate this technology.
November 30, 2017
How to Be a Marketing Fiduciary in 3 Areas of Your PracticeThe way an advisor markets his firm can touch every aspect of his business, leaving clients and prospects alike feeling either valued or not.
November 29, 2017
What 6 Top BD Insiders Divulge About Fintech TrendsSix BD leaders gave Investment Advisor their take on the years biggest fintech news, their thoughts on what's to come and their favorite tech tools.
November 29, 2017
Carson, Duran, Kitces on the Biggest Tech Stories of 2017 (and Beyond)Six industry leaders gave Investment Advisor their take on the years biggest fintech news, their thoughts on what's to come and their favorite tech tools.