Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Taking a ‘Textbook’ Approach to Tech
By Savita Iyer-AhrestaniIn 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 14, 2017
In Asia, Fintech Not a Challenger to Banks: LexisNexisThe Asia-Pacific region has made itself a fintech leader, but established banks there are unlikely to be replaced anytime soon, according to LexisNexis Risk Solutions.
September 14, 2017
3 Possible Worms in the Fintech AppleFrank Pasquale told senators the new world will need roughly the same kinds of rules as the old world.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.
September 12, 2017
Driving Technology Innovation From a Utah Ski HouseThe Orion FUSE conference is hitting its stride as a driver of technology innovation.
September 12, 2017
Fintech Will Change ‘Every Familiar Aspect’ of ETFs: PwCFirms cant stop the march of automation; instead, they should use it to their advantage, PwC says in a new report.
September 07, 2017
What the Studies About Robots Replacing Workers Get WrongWhen Vanguard chief economist Joe Davis read a study finding that 47% of jobs would go away in 10 years, he decided to dig deeper.
September 06, 2017
T3’s Joel Bruckenstein Honored With Leadership AwardJoel Bruckenstein, publisher of Technology Tools for Today (T3), was recognized Wednesday by Bob Veres for his contributions to the financial services industry.