Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Why Schwab's CEO Bets You Won't Be Trading Stocks on Amazon
By Erik Schatzker'It's a wide moat and a big decision to make,' Walt Bettinger says.
April 19, 2018
United Capital Delivers a Richer Digital Client ExperienceUnder the new client experience system, firms no longer need to transition their client data to a new CRM.
April 19, 2018
Raymond James Longevity Planning Resources: Good for Clients, Great for AdvisorsSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
April 18, 2018
Snappy Kraken Aims to Change Bad Advisor-Video RelationshipThe advisor marketing firm's strategy: create professional, affordable video for advisors to use.
April 10, 2018
Software Firm Seeks Tablet Banking Users, Doesn't Find ManyResearch finds tablets are rarely used for mobile banking. If they are used, it's probably an iPad.
April 06, 2018
Technology Can Either Be a Solution or Obstacle to Advisor GrowthTechnology can free advisors to grow their business, but adoption doesn't always go smoothly.
April 05, 2018
Redtail Readies New Atlanta Headquarters, Boosts HiringThe CRM provider will add 30 staff positions in 2018, more than doubling its customer service team.
April 04, 2018
Advisors, Amazon Is Not Coming for Your JobNew Cerulli research examines what's stopping the world's largest tech companies from entering the digital financial advice market.