Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
EMoney Advisor Names Fidelity Tech Exec O’Brien CEO
By Melanie WaddellEdward OBrien, who most recently was senior VP and head of platform technology for Fidelity Institutional, starts his new CEO role immediately.
March 10, 2016
Salesforce expands integration with Outlook email to help sales repsThe app gives users, especially sales representatives, predictive technology to boost efficiency.
March 09, 2016
Ranked! The top 25 billionaires in the worldImagine you are the advisor to one of the worlds billionaires: How would you handle this ultra-high-net-worth client?
March 09, 2016
Ranked! The top 25 billionaires in the worldImagine you are the advisor to one of the worlds billionaires: How would you handle this ultra-high-net-worth client?
March 03, 2016
How an Aging Work Force Can Thrive in the Digital EconomyDigital technology done right can keep the worlds aging populations independent, active and working longer than previously possible, the OECD says.
March 02, 2016
Google sees stranded seniors as big market for self-driving carsRiders might be able to give the cars voice commands.
March 02, 2016
Google sees stranded seniors as big market for self-driving carsRiders might be able to give the cars voice commands.
February 26, 2016
5 signs your content marketing strategy stinksSending a few tweets here and there or blogging once a week does not make you a content marketing guru.