Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Creating operational efficiencies with technology
By David A. SaltzmanPaul Gable discusses how to restructure back-office tasks to allow advisors to spend more time with clients.
November 04, 2016
We're More Productive Than We ThinkThe way we measure productivity today, which captured the output of the economy in the last century, isn't up to the task in this century.
November 03, 2016
Prepping the Winter HomeFor many HNW individuals, homes in wintry climates can present extraordinary financial risks, from burst pipes in kitchens to ice damming at roof edges.
November 02, 2016
Fund Giant Vanguard to Open Tech Lab in 2017Philadelphia will soon be home to the Vanguard Innovation Center, according to CEO Bill McNabb.
October 31, 2016
Morningstar Names New Tech, Data ChiefsChicago-based fund research firm also just added a new floor to house tech team
October 25, 2016
Technology Disruption Driving M&A in Wealth ManagementThe first wave of acquisitions was driven by incumbents in an effort to slow down client defection to new entrants.
October 24, 2016
Do You Have a Technology Segmentation Strategy?Segmenting technology offerings based on client profiles can reduce costs and improve service.
October 24, 2016
Coders: The Business Partners You Didn’t Know You HadThe developers working behind the scenes on advisor technology represent the glorious underbelly of fintech youll likely never see, but depend on every day.