Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What DOL Fiduciary Rule Means for Your Digital Marketing
By Craig FaulknerYou can tap into investors' desire for an advisor who puts their interests first through your marketing.
July 19, 2016
Wells Fargo Plans Pilot Robo-Advisor for Early 2017 LaunchLatest Wells Fargo/Gallup survey found that investors trust the advisor who's tech-savvy more than one who's not. Also, only 5% of investors use robo-services.
July 14, 2016
Blockchain-Powered Financial Tools Get Big Push From IBM, DeloitteAn IBM center in Singapore will aim to use blockchain technology to bring efficient multi-party finance transaction and process tools to market.
July 13, 2016
Could health care benefit from blockchain technology?Proponents of blockchain say it not only helps with privacy and security issues for health records, but also the scalability of health records.
July 13, 2016
Could health care benefit from blockchain technology?Proponents of blockchain say it not only helps with privacy and security issues for health records, but also the scalability of health records.
July 08, 2016
Legg Mason Buys Big Stake in Robo-AdvisorThe asset manager says the deal will help it boost distribution to partnering advisors coping with new DOL rules.
July 07, 2016
Waddell & Reed Adds eMoney to Advisor Tech PlatformThe broker-dealer, which has about 1,800 advisors, is building a new platform and does not plan to roll out robo-advisor services.
July 05, 2016
Technology tools improve communication with employeesCommunication and consumerism tools can help boost health care literacy among new employees, especially within smaller groups.