‹ Return to full list

TechnologyIssue: December 2017

Technology issues facing advisors are now more complicated than deciding which financial planning software package to buy or which CRM system will make a firm more efficient. We explore how advisors can get the help they need to make their practices more digital and more profitable, now and when it comes time to sell it.

  • Audience

  • Financial Services/Banking/Accounting
  • Event Distribution

  • IMCA Winter Institute
  • Geographic Distribution

  • National
  • Magazine

  • Investment Advisor
  • Submissions Due

  • 10/31/17
  • Space Close

  • 10/23/17
  • Material Due

  • 10/30/17
  • Print Delivered

  • 11/24/17

To learn more about booking advertising with ALM, contact Adam Dunn.

Learn More