Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Venture Capital Deal Value Hit Record $136 Billion in 2015
By Michael S. FischerThe average deal size rose to $18 million in 2015 from $12 million in 2014, Preqin reported.
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.
December 17, 2015
5 Predictions for Stocks & Earnings in 2016After a disappointing year for the S&P 500, should investors get their hopes up?
December 08, 2015
How to supercharge your marketing with videoVideo is a powerful marketing tool because of the emotional connection it provides.