Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Is a CRM the key to increasing sales and enhancing service?
By David A. SaltzmanCustomer relationship management systems designed for agents and advisors are changing...everything.
February 03, 2017
SS&C, HedgeCoVest Integrate on Tech Platform, Managed Account OfferingSS&C announced it is integrating with HedgeCoVests SMArtX platform to offer reporting and portfolio accounting.
February 01, 2017
Integrating Outsourcing to Improve Client ServiceEvolution Advisers uses cloud technology and outsourcing to focus on what it does best serving clients.
January 30, 2017
The Dangers of Standing StillSometimes I think that what we do in these pages, and what you do in your jobs, is all about adapting to change.
January 30, 2017
Raymond James Unveils Robo-AdvisorThe firm says its more than 7,100 indie and employee reps will have access to the innovations by year-end.
January 30, 2017
How to Regulate Hybrid RobosHow should robos be regulated when they combine technology with human advice or sell their technology to advisors for use in their practices?
January 30, 2017
TD Ameritrade’s LINC Event: David Cameron to Speak, Sheryl Crow to SingThis is our biggest national conference yet, said TD Ameritrade spokesperson Joe Giannone of this weeks event.
January 23, 2017
Kitces to Advisors: Don’t Fear RobosTechnology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.