Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Flexible workers, AI keys to future success, Accenture predicts
By Jack ClarkSeventy percent of business executives plan to invest more in artificial intelligence than they did in 2013, Accenture reported.
January 15, 2016
Top 10 Wealth Management Trends for 2016New regulations and digital service models will keep wealth managers busy, Aite Group says.
January 07, 2016
Venture Capital Deal Value Hit Record $136 Billion in 2015The average deal size rose to $18 million in 2015 from $12 million in 2014, Preqin reported.
December 30, 2015
Economic Recovery Is Partly 'Illusion,' Says Brookings EconomistHousehold incomes are being limited by weakness in GDP and productivity gains, argues Brookings' Barry Bosworth.
December 29, 2015
If 2015 was the year of the robos, what’s next in advisor technology?If you missed the robo-advice trend, learn what's coming next to advisor tech.
December 29, 2015
Good Technology Wasn't So Good for EmployeesWhy we should feel worse for Good Technology's employee-shareholders than for the average public-company employee-shareholder whose stock goes down.
December 28, 2015
If 2015 was the year of the robos, what’s next in advisor technology?If you missed the robo-advice trend, learn what's coming next to advisor tech.
December 28, 2015
Before Buying New Tech, Use What You Have to the FullestBoosting client and staff adoption rates for your current technology will increase your efficiency and help you keep pace with changing client behavior.