Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Partner and Vendor Decisions: Do’s & Don’ts
By Marty Miller, Matt LynchDO clarify in writing the purpose and ideal outcomes of any changes you are considering. DONT settle for an IT partner that never speaks your language.
October 02, 2017
Why Trust Company of America Is on Track to Double Its AssetsSeveral macro trends within the industry have contributed to the custodian's growth over the past six years.
October 02, 2017
Goldman Sachs Said to Explore Starting Bitcoin Trading VentureThe New York-based bank is in talks with cryptocurrency experts but hasnt yet formulated a business plan, a source said.
September 28, 2017
Increasing Business Value Through TechnologyBased on volumes and demographics, there should be more deals being done, however, there is often a disconnect between buyers and sellers, says Dan Seivert of ECHELON.
September 27, 2017
Bitcoin ‘More Than Just a Fad,’ Morgan Stanley CEO Gorman SaysGorman takes a more measured view on the cryptocurrency than crosstown rival Jamie Dimon of JPMorgan.
September 25, 2017
Navigating Digital Advice: A Four-Step RoadmapFidelity believes the following four steps provide a roadmap to consider when integrating digital advice into your firm.
September 22, 2017
Taking a ‘Textbook’ Approach to TechIn 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using which was not robust enough to carry Weston forward was being decommissioned by the vendor.
September 20, 2017
Automate Advice, Not the AdvisorHanding off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.