Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Solve the 'Problem' of Legacy Client
By Bob ClarkHere's what one advisory firm is doing with unprofitable investors.
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.
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.