Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Meb Faber’s Cambria Rolls Out Robo-Advisor for Investors
By Janet LevauxThe RIA also has its eyes set on an offering for advisors, according to Chief Investment Officer Meb Faber.
August 22, 2016
Technology Observations From BelizeOne thing I learned on a trip to Belize: You need to be prepared to use multiple channels to communicate with your clients.
August 17, 2016
Technology to the rescue for fiduciary rule complianceTechnology likely will play a large role in the new paradigm. Here's how.
August 17, 2016
Technology to the rescue for fiduciary rule complianceTechnology likely will play a large role in the new paradigm. Here's how.
August 17, 2016
Robo Technology's Promise Redux: It’s About the Clients, StupidComments on a prior blog lead me to refine my point about who will be the bigger beneficiary of digital advice platforms.
August 15, 2016
USAA Nabs Citi's FinTech ChiefHeather Cox joins USAA as head of IT, digital strategy and client experience as the firm is pioneering biometrics for account logins.
August 12, 2016
Raymond James Completes Rollout of Mobile PlatformThe firm also has introduced document sharing technology to its roughly 6,800 financial advisors.
August 12, 2016
3 must-have digital technologies for today’s insurance agentsHere's how insurance agents can anticipate and adapt to the evolving digital space.