Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Technology to the rescue for fiduciary rule compliance
By Ed McCarthyTechnology likely will play a large role in the new paradigm. Here's how.
August 12, 2016
Raymond James Completes Rollout of Mobile PlatformThe firm also has introduced document sharing technology to its roughly 6,800 financial advisors.
August 12, 2016
3 must-have digital technologies for today’s insurance agentsHere's how insurance agents can anticipate and adapt to the evolving digital space.
August 10, 2016
How Robo Technology Will Take Independent Advice to the Next LevelAided by robos, advisors will become more like todays doctors, analyzing information collected by robo platforms, reviewing the platforms' recommendations and helping clients implement them.
August 09, 2016
Most Consumers Use Mix of Technology, Live Advice: ReportIt's easier for small robos to "optimize" client service, but that doesn't mean more traditional firms can't compete, Hearts & Wallets says.
August 08, 2016
Technology startups target in-home care market for elderlyWeb-based startups are aiming at the home health agency market.
August 03, 2016
What DOL Fiduciary Rule Means for Your Digital MarketingYou can tap into investors' desire for an advisor who puts their interests first through your marketing.
July 26, 2016
The Evolution of Data ReportingTechnology has democratized data reporting, shifting the burden to the entire firm.