Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Solar Power Poised to Become Lowest Cost Energy Option Almost Everywhere
By Jessica Shankleman, Christopher MartinSolar power now cheaper than coal in many markets, a distinction will spread to most countries within the decade, says Bloomberg New Energy Finance.
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.
December 16, 2016
Tackle tough tasks with this simple strategyWe can find a gazillion reasons to justify our procrastination. But theyre not true. We just hate starting.
December 14, 2016
Large Cracks Beginning To Form Under Robo-AdvisorsNow that the industry is processing what the delivery of financial advice will look like in the post-DOL fiduciary world, a new picture of the robo threat is emerging.
December 13, 2016
A Big Data Solution for Proactive Compliance ProgramsFor forward-thinking firms, internal investigations via big data monitoring are part of their regulatory compliance program, rather than a result of alleged misconduct.
December 07, 2016
IT makeover: NU panelists explore innovations in underwritingWhat will the insurance underwriter's job look like in three or five years?