Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
As Cloud Technology Booms, Cybersecurity Often Lags
By Emily ZulzEricssons Jason Boswell says there is a lack of transformation of policy keeping up with the pace of change of moving to the cloud.
September 28, 2016
Technology lowers costs and bends trendKeith Lemer of Wellnet Healthcare Plan discusses how data can be used to bring down the cost of health care.
September 26, 2016
Cutting-Edge Private BankerKelly Coffey of J.P. Morgan U.S. Private Bank talks about how innovative technology and strong relationships are shaping the future of wealth management
September 26, 2016
The UBS-SigFig PartnershipExecutives Rich Steinmeier and Michael Sha describe the thinking behind the deal
September 22, 2016
Fintech Is Exploding, but How Firms Use New Integrations Is KeyFintech providers need to help user workflows, not just deliver a bunch of integrations, eMoney Advisor CEO Ed O'Brien said.
September 21, 2016
LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen ClientsHigh tech or high touch? Next gen clients want both, a study finds.
September 20, 2016
Time for Advisors to Move Beyond ‘Fintech Fear’: PwC ReportWhile most wealth managers fear losing business to fintech companies, fewer than half have put fintech at the center of a digital strategy.
September 20, 2016
When Advisors Break Away, Cybersecurity Also Gets BrokenWhile breakaway advisors may have the freedom to embrace new technologies, that freedom comes with new cybersecurity risks.