Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Benefits and Roadblocks to Blockchain Adoption by Wealth Management
By Charles R. SmithGiven blockchains potential significant impact, many firms are beginning to dedicate resources to understand and integrate this technology.
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.
November 27, 2017
Reflecting on AchievementsI know you can't believe it either, but here we are at the end of another year. Time flies, and now in December you are trying to complete your to-do list with the goal of being in a good position to start 2018.
November 27, 2017
Opening Up on FintechLeaders sound off on the latest technology, Equifax breach and more.
November 24, 2017
More Evidence That Green Investments Are GoldenAn analysis by FTSE Russell illustrates outperformance by environmentally friendly indexes over different time periods.
November 24, 2017
This Tiny Implant Could Get Paralyzed Patients Moving AgainThe chief technical officer said it's too early to guess what the device might cost.
November 16, 2017
Helping Millennials Embrace Investment RiskMillennials are more timid than older generations when it comes to investing their money.
November 09, 2017
Millennials Want Their Financial Advice Right Now, and It Better Look PrettyAt a conference, Ron Carson talked about losing a billion-dollar client's millennial heirs to an advisor more attuned to their needs.