Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Supporting the Entrepreneurial Advisor
By Savita Iyer-AhrestaniGrowing up behind the Iron Curtain in Kiev, Ukraine, Docupace founder Michael Pinsker had always admired Americans' spirit of entrepreneurial freedom.
May 03, 2017
Bionic Advisors: Envestnet and the Kasparov PrincipleIf you want to outmatch both robos and humans alone, think like chess champion Garry Kasparov, Envestnet CEO Jud Bergman says.
May 01, 2017
Where to Start Tech Spring CleaningThis is the time of year when spring cleaning occurs. You can apply the same mindset to your technology.
April 20, 2017
World’s Best Cities to Launch a Fintech Firm: Deloitte ReportDeloitte published in April an interim report on behalf of the Global FinTech Hubs Federation that measures the fintech environment in 44 cities.
April 14, 2017
Set Up to Fail: Bosses Create Problem Employees More Often Than You ThinkI cant tell you how many times an owner-advisor client has come to me about an employee who is not working out.
April 14, 2017
Balance Is Key to Advisor Tech, Client Service: KitcesFinancial planning, not client psychology or portfolio construction, are the true value-adds for advisors, Michael Kitces says.
April 11, 2017
How a Fishing Proverb Can Be a Tech LessonYou dont necessarily need the fanciest, most expensive product to do the job.
April 11, 2017
Connected Capital: Financial Services in an Always-On WorldTo make the most of technology, RIAs must do more than simply offer online versions of offline practices.