Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tech Tools to Help You Better Know, and Serve, Your Clients
By Lex SokolinWith image recognition tech tools, some available now for free, advisors can truly know their clients far beyond the superficiality of risk questionnaires.
December 30, 2015
Economic Recovery Is Partly 'Illusion,' Says Brookings EconomistHousehold incomes are being limited by weakness in GDP and productivity gains, argues Brookings' Barry Bosworth.
December 29, 2015
If 2015 was the year of the robos, what’s next in advisor technology?If you missed the robo-advice trend, learn what's coming next to advisor tech.
December 29, 2015
Good Technology Wasn't So Good for EmployeesWhy we should feel worse for Good Technology's employee-shareholders than for the average public-company employee-shareholder whose stock goes down.
December 28, 2015
If 2015 was the year of the robos, what’s next in advisor technology?If you missed the robo-advice trend, learn what's coming next to advisor tech.
December 28, 2015
Before Buying New Tech, Use What You Have to the FullestBoosting client and staff adoption rates for your current technology will increase your efficiency and help you keep pace with changing client behavior.
December 24, 2015
The gene-editing tool on every drugmaker's wish list this yearGene-editing companies have drawn more than $1 billion in venture dollars since 2013.
December 22, 2015
An Advisor’s Year-End To-Do List, Pt. 2: Technology and Your BudgetTo be ready for the New Year, prepare your 2016 budget and know what technology you'll explore. Here's how to get to that point.