Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Helping Millennials Embrace Investment Risk
By Natalie WolfsenMillennials are more timid than older generations when it comes to investing their money.
November 07, 2017
OPEC Says Oil Use Could Peak in Late 2030s if Electric Cars BoomWorld Oil Outlook says demand would plateau at 109 million barrels a day if a quarter of the world's cars run on batteries by then.
November 03, 2017
Debating Where Tech Will Take FinanceWhy should banks and credit bureaus be the keepers of our identity? On the other hand, why should Facebook or the blockchain?
November 03, 2017
Fintech Deployment Woes? Call In the ‘New Gatekeeper’ TeamThe choice of technology solution whether for CRM, planning or practice management is often fraught with peril.
November 03, 2017
Merrill Edge Exec: What New Technology Means for ClientsIn an interview with ThinkAdvisor, Aron Levine highlights the thinking behind Merrill Edge's DIY platform, robo offering and virtual assistant.
November 02, 2017
10 Points About Forecasting and Why We Stink at ItEven though predictions are almost useless, we persist in making and listening to them, Barry Ritholtz writes.
November 01, 2017
SS&C Acquires Digital Service Provider ModestsparkThe acquisition adds more than 400 clients.
October 30, 2017
Algorithms & Beyond: Technology Helps Uncover Potential PE DealsPrivate equity is finally stepping up its tech game, helping smaller firms compete.