Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fidelity Merges Clearing and Custody Arms; Launches Tech Unit
By James J. GreenIn a move five years in the making, Fidelity is combining its RIA custodian and broker-dealer clearing units, it announced in March. It has also created a new technology operation, Fidelity Wealth Technologies, that will include the recently acquired eMoney Advisor.
March 25, 2015
Wealth Managers Must Be High-Tech and High-TouchMany robo-advisors are aimed at younger, mass affluent investors. But boomers and high-net-worth clients like tech tools, too.
March 23, 2015
5 things the fastest-growing insurance agencies have in commonDon't get left behind. Become a high-performing agency with these five tips.
March 23, 2015
5 things the fastest-growing insurance agencies have in commonDon't get left behind. Become a high-performing agency with these five tips.
March 19, 2015
Solar Rises as Global Energy OpportunityAmid all the noise over the plunging price of oil and gas, something else has been happening in the energy sector.
March 10, 2015
The power of technology in insuranceTechnology helps re-engineer every step of the advising and investing process.
March 10, 2015
The power of technology in insuranceTechnology helps re-engineer every step of the advising and investing process.
March 09, 2015
5 wearables that could shred LTC cost forecastsMaybe older people will have a little machine help with the activities of daily life.