Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Bitcoin ‘More Than Just a Fad,’ Morgan Stanley CEO Gorman Says
By Hugh SonGorman takes a more measured view on the cryptocurrency than crosstown rival Jamie Dimon of JPMorgan.
September 20, 2017
Automate Advice, Not the AdvisorHanding off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.
September 20, 2017
Building a Next-Generation Technology TAMP in ChicagoAfter its recent acquisition of Salentica, the Canadian-based CRM overlay for Microsoft Dynamics CRM that many large RIAs use to power their back offices, SS&C has invested aggressively to pivot the system to the Salesforce platform.
September 14, 2017
In Asia, Fintech Not a Challenger to Banks: LexisNexisThe Asia-Pacific region has made itself a fintech leader, but established banks there are unlikely to be replaced anytime soon, according to LexisNexis Risk Solutions.
September 14, 2017
3 Possible Worms in the Fintech AppleFrank Pasquale told senators the new world will need roughly the same kinds of rules as the old world.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.
September 12, 2017
Driving Technology Innovation From a Utah Ski HouseThe Orion FUSE conference is hitting its stride as a driver of technology innovation.
September 12, 2017
Fintech Will Change ‘Every Familiar Aspect’ of ETFs: PwCFirms cant stop the march of automation; instead, they should use it to their advantage, PwC says in a new report.