Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Do You Have a Technology Segmentation Strategy?
By Dan SkilesSegmenting technology offerings based on client profiles can reduce costs and improve service.
October 20, 2016
Target-Date Funds Are 'Yesterday's Technology,' Says Stadion's DohertyStadion president and CEO Jud Doherty thinks every 401(k) plan will include a managed account option within 10 years.
October 20, 2016
Technology Integration Critical to Compete With WirehousesIntegrated Wealth Management built a more attractive technology offering to draw talented advisors away from wirehouses.
October 19, 2016
Renovators want homeowners to think big about aging'Thriving in place' advocates says consumers need more than grab bars in the bathroom.
October 13, 2016
Marketing evolution in a new digital worldInnovative insurance marketing can amplify your message and communicate directly to consumers in a way that benefits the industry as a whole.
October 13, 2016
Marketing evolution in a new digital worldInnovative insurance marketing can amplify your message and communicate directly to consumers in a way that benefits the industry as a whole.
October 11, 2016
2 Pitfalls to Avoid, 7 Tips to Optimize Your Tech SolutionsDo a full ROI analysis before you decide on new technology, but the after-purchase steps are just as important.
October 07, 2016
Identify ways technology can streamline business processesThink of vendor partners as allies who can help you implement best practices learned from others.