Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A Big Data Solution for Proactive Compliance Programs
By Bill MarianoFor forward-thinking firms, internal investigations via big data monitoring are part of their regulatory compliance program, rather than a result of alleged misconduct.
December 07, 2016
Accelerating change through innovationRespondents to an Ernst & Young insurance survey recognize the industry is operating in a time of great disruption, and understand the need to embrace change.
December 07, 2016
Accelerating change through innovationRespondents to an Ernst & Young insurance survey recognize the industry is operating in a time of great disruption, and understand the need to embrace change.
December 06, 2016
Technology Brings Together Service, Sustainable InvestingFor Krull & Company, technology has always been a key driver in supporting the firms sustainable investing mandate in an efficient manner.
November 30, 2016
Why is “digital” a noun?It's important to think about your own true core competencies and then match them to unmet needs and emerging trends, writes Maria Ferrante-Schepis.
November 30, 2016
5 Sink-or-Swim Metrics for RIAs in 2017The failure of many advisory firm owners to efficiently integrate the flood of new technology into their businesses is killing their profitability.
November 28, 2016
5 ways annuity providers can use tech for fiduciary compliancePolitics aside, the best advice for insurance and finance firms is to proceed, full steam ahead, with fiduciary rule compliance plans.
November 28, 2016
5 ways annuity providers can use tech for fiduciary compliancePolitics aside, the best advice for insurance and finance firms is to proceed, full steam ahead, with fiduciary rule compliance plans.