Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What the Studies About Robots Replacing Workers Get Wrong
By Ginger SzalaWhen Vanguard chief economist Joe Davis read a study finding that 47% of jobs would go away in 10 years, he decided to dig deeper.
August 31, 2017
FINRA Warns Investors on Initial Coin Offering Risks, FraudStartups are using the new virtual coin ICOs to raise capital, but buyers should use caution when considering these complex investments, says FINRA's Walsh.
August 28, 2017
Keeping Up With the Bullish Tech MarketSo much time, money and energy is spent on maintaining and developing new technology solutions that it can be overwhelming for an advisor.
August 18, 2017
Opening New Accounts Is About to Get a Lot EasierAccording to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms ability to more quickly and seamlessly onboard new clients.
August 15, 2017
Cetera Appoints New Information OfficerCetera has appointed Michael Ragunas as chief information officer to help the organization develop and implement technology across all its lines of business.
August 15, 2017
Envestnet | Tamarac Adds Single-Sign-On for TD Ameritrade Institutional UsersThe enhanced integration gives advisors easier access to data.
August 10, 2017
Enhancing Your Business with SRI and TechnologyAdvisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it.
August 10, 2017
Ric Edelman: Advisors’ Biggest Tech Threat Isn’t RobosThe technology with the most radical impact on advisors businesses is something they may know little or nothing about, Ric Edelman tells ThinkAdvisor.