Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Claims Teams Need Insurtech, Too
By Marilda Kotze, Philip Thomas and Leigh AllenThe authors — three top executives at RGA — say claimtech could start to take off next year.
May 28, 2019
The 2019 Broker-Dealer Presidents Poll: Best of Times, Worst of TimesProfits are up, as are broker-dealer headcounts — while time and money spent on compliance and technology plague the business.
May 28, 2019
Importance of Being Up to Date With TechTop tech gurus discuss what advisors need to do infrastructure-wise to stay ahead.
May 22, 2019
LPL to Enter Employee ChannelThe firm also plans to boost tech spending, in part to support this move.
May 22, 2019
Broadridge Acquiring RPM Technologies to Expand Canadian PresenceThe purchase will further strengthen Broadridge's Canadian wealth management business.
May 22, 2019
Vanguard 'Building Out' Robo for AdvisorsThe firm says it is moving to give all financial advisors the ability to use its investment modeling and related technology.
May 08, 2019
Carson Group Goes All In on New Tech, Other AppsThe firm, working with partner firms that have nearly $100 billion in assets, makes the announcements during its Excell event in Chicago.
May 07, 2019
Citi Bringing Credit Card Perks Like Miles to Bank AccountsCitigroup will begin tying card rewards to checking accounts; bank hasn't kept pace with rivals in competition for deposits.