Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Want to Win the Robo Game? Think Like a Chess Champ: Envestnet CEO
By Bernice NapachAdvisors who fear robo-advisors and other technological advances should take a tip from chess grandmaster Garry Kasparov, Envestnet CEO Jud Bergman says.
May 16, 2016
UBS Partners With SigFig on Tech PlatformThe Americas wealth unit has decided not to go it alone when it comes to digital offerings; no robo-advisor is planned.
May 13, 2016
How to found a successful insurance start-upCameron Jacox is what you might call a dream recruit for the insurance industry: young, smart and able to see the enormous opportunity that lies ahead.
May 13, 2016
How to found a successful insurance start-upCameron Jacox is what you might call a dream recruit for the insurance industry: young, smart and able to see the enormous opportunity that lies ahead.
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.