Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
5 Advisor Marketing Mistakes to Avoid
By Emily ZulzLearn from these mistakes and improve your marketing tactics, advisor consultant Mike Byrnes says.
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.
October 23, 2017
Hearsay Acquires Mast Mobile to Strengthen Its Texting PlatformHearsay will apply Masts technology to advance its Hearsay Messages text-based client outreach solution.
October 18, 2017
Would Blockchain Have Blocked Wells Fargo’s Misconduct?An MIT professor and others said blockchain could have made it easier to see that the accounts were fake, but would that have been enough?