Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The top 5 insurance tech trends for 2017
By John HowardInsurTech, gamification, product portfolios and more will all come into play this year.
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.
January 03, 2017
Solar Power Poised to Become Lowest Cost Energy Option Almost EverywhereSolar power now cheaper than coal in many markets, a distinction will spread to most countries within the decade, says Bloomberg New Energy Finance.
January 03, 2017
Deborah Fox: New Credit Crisis Is BrewingThe Fox Financial Planning founder tells ThinkAdvisor why shes on high alert for another crisis and where the advisors she coaches need the most help.
January 01, 2017
Wells Fargo Advisors’ Digital DriveDevon McConnell, head of digital for the wirehouse, shares details on the firms developing strategy.
December 27, 2016
4 Reasons Best-in-Breed Tech Is Best Bet for AdvisorsIn the hyper-competitive financial services industry, firms and advisors alike are eager for any way to get a leg up on the competition.
December 25, 2016
A jaw-dropping sum: mobile app revenue in 2017 [infographic]Technological advances are having a major impact, not least on insurers and others stakeholders in the distribution chain.
December 20, 2016
Technology As an Investment – And a NicheClients who are keen to have Kim Gaxiola as their financial advisor better not have reservations about technology.