Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Morningstar Names New Tech, Data Chiefs
By Melanie WaddellChicago-based fund research firm also just added a new floor to house tech team
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.
October 24, 2016
Addepar Reaches $500B Asset MilestoneThe financial operating system experienced 97% year-over-year growth in the past year alone.
October 20, 2016
Target-Date Funds Are 'Yesterday's Technology,' Says Stadion's DohertyStadion president and CEO Jud Doherty thinks every 401(k) plan will include a managed account option within 10 years.
October 20, 2016
Technology Integration Critical to Compete With WirehousesIntegrated Wealth Management built a more attractive technology offering to draw talented advisors away from wirehouses.
October 19, 2016
Renovators want homeowners to think big about aging'Thriving in place' advocates says consumers need more than grab bars in the bathroom.
October 13, 2016
Marketing evolution in a new digital worldInnovative insurance marketing can amplify your message and communicate directly to consumers in a way that benefits the industry as a whole.
October 13, 2016
Marketing evolution in a new digital worldInnovative insurance marketing can amplify your message and communicate directly to consumers in a way that benefits the industry as a whole.