Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Enhancing Advisor Value
By thinkadvisorIn a shifting advisory services landscape, advisors must continually demonstrate their worth to clients. Learn how leveraging an integrated technology platform can address the five key components of an advisors value proposition.
January 13, 2017
Technology Is Your Firm’s Central Nervous SystemWhen Jason Kavanaugh founded Concorde Investments in 2005, he felt technology would be the cornerstone of the company and the foundation from which to grow the business.
January 11, 2017
Morningstar Adds 2 to C-SuiteTricia Rothschild is now chief product officer; Danny Dunn has joined from IBM to be the firm's first chief revenue officer.
January 10, 2017
RIAs See Bright Future in 2017: TD AmeritradeThe election of Donald Trump and a strong finish in 2016 are contributing to advisors bullishness about this year.
January 10, 2017
The top 5 insurance tech trends for 2017InsurTech, gamification, product portfolios and more will all come into play this year.
January 10, 2017
The top 5 insurance tech trends for 2017InsurTech, gamification, product portfolios and more will all come into play this year.
January 08, 2017
10 new digital marketing tips for agents, advisors [infographic]There's one thing insurance and finance executives can bank on when it comes to their online image: It requires thoughtful strategy.
January 04, 2017
AI, Machine Learning Not Ready for Financial FirmsArtificial intelligence and machine learning are still a couple of years away from being really useful in financial planning.