Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Diabetes breakthrough nears with Medtronic’s artificial pancreas
By Michelle Fay CortezDiabetics are on the cusp of a breakthrough that could ease the endless task of manually testing and adjusting their blood sugar levels.
June 20, 2016
The New Jobs Market: Minimal EmploymentAs employees get a higher minimum wage and broader overtime eligibility, their incomes will rise but so will the cost to their employers.
June 20, 2016
Is Your Technology an Obstacle in Providing Value to Clients?Technology clearly can assist in creating value, but it can just as easily send the wrong value message to your clients.
June 20, 2016
Tech Sector Slower but Steady This Year: BDOCybersecurity and regulations are tech firm leaders' biggest concerns, but that's not all.
June 20, 2016
A Simple Software Decision-Making ProcessWhen adding new technology to your firm, follow these simple steps to move your decision from the emotional to the rational.
June 15, 2016
Fintech is ending money management as we know itNew tools make it possible for small firms to offer service that were out of reach just a few years ago.
June 15, 2016
Fintech is ending money management as we know itNew tools make it possible for small firms to offer service that were out of reach just a few years ago.
June 14, 2016
7 technology priorities for the individual annuities marketIndividual annuity insurers are aiming to increase efficiency and facilitate compliance with technology innovations, according to a Novarica study.