Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
UBS Partners With SigFig on Tech Platform
By Janet LevauxThe Americas wealth unit has decided not to go it alone when it comes to digital offerings; no robo-advisor is planned.
May 09, 2016
Naureen Hassan: Digital Diva — The 2016 IA 25Big challenges call for bold moves and the right people to make them.
May 06, 2016
How to Survive the Fintech OnslaughtAt Hearsay Social Summit, a private equity partner explains the waves of disruption facing older firms and how they can stay afloat.
May 05, 2016
Eric Clarke: The Integration Evangelist — The 2016 IA 25Orion Advisor Services is hyper focused on providing advisors with the most integrated portfolio accounting system available, said founder and CEO Clarke.
May 05, 2016
Robo Takeover of Advice Industry Is a Myth, Morgan Stanley Tech Exec SaysThe key challenge for financial firms is meeting the expectations of both advisors and clients, not competing with robos, Chief Digital Officer Naureen Hassan said.
May 04, 2016
Ed O’Brien of eMoney: The Passionate Technologist — The 2016 IA 25At eMoney, where he is now CEO, Ed OBrien wants to help advisors deepen their relationship to clients using technology.
May 02, 2016
Technology, quality and the customer experienceIn an age when everyone is trying to improve the customer experience, the Achilles heel of tech may be the technologies that businesses have little control over.
April 29, 2016
Raymond James to Roll Out Mobile App, Cybersecurity FeatureLonger-term plans involve bringing together large amounts of product information and portfolio data for advisors.