Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Can technology solve the mystery of 401(k) fees?
By Ben StevermanFeeX calculates the fees in your old 401(k)s and recommends whether a rollover (and which kind) makes sense.
July 05, 2015
Website care and feedingYour website is a living thing neglect it and it will wither. So keep it healthy with regular care and attention.
July 02, 2015
Expect Shakeout Among Robo Advisors, but Embrace Them NowMorningstar panelists urge advisors to embrace automated advice technology to gain efficiency and new clients.
June 29, 2015
M&A Activity Lifts Semiconductor StocksTechnology stocks within the S&P 500 have been top performers year-to-date and are getting another lift from merger activity in the semiconductor space.According…
June 29, 2015
How Tech Is Disrupting Money and MarketsThe IT revolution poses quandaries for the Fed and investors.
June 29, 2015
Is Your Technology Ready for an Audit?Technology is the backbone of most of your processes and procedures; can it stand up to scrutiny when the examiners come to visit?
June 26, 2015
TD Ameritrade’s Apple Watch App Puts Markets On Your WristTD Ameritrade Mobile's new app lets clients view their customized watch lists, stock summary and major indexes on the Apple Watch.
June 26, 2015
How disruptive fintech startups are winning the relevancy raceWhen you think about how quickly Google and Amazon have grown, its easy to imagine the same fundamental shift for the insurance industry.