Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Technology Critical to Meet Increasing Compliance Burden
By Danielle AndrusRegulators are using technology to crack down on financial services firms; advisors should use the same technology.
November 21, 2016
Can Trump, GOP Stop DOL Rule? Not LikelyPolitical movement has created doubt in the industry over whether to continue investing in technology to comply with a best interest standard.
November 20, 2016
5 Sink-or-Swim Metrics for RIAs in 2017Many industry benchmarking studies are reporting that profitability has been falling in most independent advisory firms over the past two years.
November 16, 2016
Live from NAILBA: digital marketing best practicesHere's how to reach the insurance agent of today in a digital way.
November 14, 2016
Tech Winners, Losers Under Trump AdministrationAfter crashing on the news of Donald Trumps election, the broad stock market partially came back, particularly bank stocks.
November 08, 2016
Creating operational efficiencies with technologyPaul Gable discusses how to restructure back-office tasks to allow advisors to spend more time with clients.
November 08, 2016
Creating operational efficiencies with technologyPaul Gable discusses how to restructure back-office tasks to allow advisors to spend more time with clients.
November 07, 2016
Technology Drives Service at TCAFor advisors and financial professionals, 2017 is going to be bumpy," says Joshua Pace, president and CEO of Trust Company of America.