Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The secret to hitting a home run with digital marketing
By Kevin LaytonIf you dont have the foundations in place, you may have a successful campaign, but not one that converts to sales.
August 30, 2016
Technology Is Critical to BD ‘Information Business’We asked the 2016 Broker-Dealers of the Year to imagine they had launched a digital advice platform but growth had been stagnant.
August 30, 2016
Growth in AUM, Revenue Halved for RIAs in 2015: FA InsightFirms that are merely riding the market tide are being left behind their peers, FA Insight finds.
August 30, 2016
Meb Faber’s Cambria Rolls Out Robo-Advisor for InvestorsThe RIA also has its eyes set on an offering for advisors, according to Chief Investment Officer Meb Faber.
August 25, 2016
A career where the insurance industry and technology meetAmy Christofis followed an interest in health care and economics to a job that leverages technology to help employers, employees, providers and insurance companies.
August 25, 2016
A career where the insurance industry and technology meetAmy Christofis followed an interest in health care and economics to a job that leverages technology to help employers, employees, providers and insurance companies.
August 22, 2016
Technology Observations From BelizeOne thing I learned on a trip to Belize: You need to be prepared to use multiple channels to communicate with your clients.
August 17, 2016
Technology to the rescue for fiduciary rule complianceTechnology likely will play a large role in the new paradigm. Here's how.