Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Envestnet's Jud Bergman on the Kasparov Principle
By James J. Green"Humans plus machines deliver better outcomes" than either alone, says the Envestnet CEO.
March 30, 2017
Ric Edelman: Free Trading Will Crush Commissioned BrokersEdelman talks to ThinkAdvisor about investing in "exponential" technologies and why commission-based brokers are doomed, regardless of the fate of the DOL fiduciary rule.
March 27, 2017
Is Your Technology Working Against You?Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
March 23, 2017
March Madness: How to Move Your Value Prop to a Higher BracketYour real competition isnt the market, its other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
March 14, 2017
Part 2: Direct primary care suitabilityContinued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.
March 10, 2017
Autonomous Research Launches New Products: Tech RoundupFintech analysis firm Autonomous Research announced on Thursday that it has launched a set of analytical products with insights into various fintech trends.
March 09, 2017
Talent Development, Cybersecurity Are Top Advisor Concerns: IAA/Cerulli PollIn premier Executive Outlook Survey, fee pressure, technology and compliance costs are growing worries.
March 09, 2017
Why the Bitcoin Blockchain Won’t Transform Financial ServicesPublic distributed ledgers like the blockchain supporting bitcoin have drawbacks that make them unsuitable for financial firms needs, according to Corporate Insight.