Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New Tech, Operations Trainer Added to FPA Team
By Ginger SzalaFilling out its Coaches Corner, the FPA adds youth and technology know-how to help advisor members.
June 26, 2019
Harness Wealth Rolls Out Advisor Matchmaking Service for Gen XersThe tech-enabled offering pairs clients with advisors vetted by the firm.
June 24, 2019
We Don't Have to Have a RecessionThere is not a "natural" economic reason for this expansion to end.
June 20, 2019
Technology Is Not the Enemy. It's an EnablerAn insurtech executive offers his ideas about simple steps that may result in major productivity gains
June 12, 2019
Pershing Execs Want to Help Advisors 'Do More' and 'Do It Faster'Focus on building value and "let us do the heavy lifting behind the scenes," incoming CEO Jim Crowley tells advisors at the Insite kickoff.
June 09, 2019
Claims Teams Need Insurtech, TooThe authors — three top executives at RGA — say claimtech could start to take off next year.
June 07, 2019
The Trouble With RobosCorporate Insight's research finds that even the largest digital advice providers need to raise their game.
June 03, 2019
A Timeline of the Contentious Fiduciary RulesThe SEC's Regulation Best Interest was born out of a years-long struggle to regulate brokers as fiduciaries.