Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
5 new marketing rules created by technology
By Jean GianfagnaIn this technology-driven world of marketing, do the proven principles of marketing strategy still apply or are there new rules for marketing success?
November 19, 2015
Choosing Technology for Your Advisory Firm—CRM and Financial PlanningBoth software tools sit at the center of a planners practice. Here are some issues to consider, and resources to help you decide.
November 17, 2015
The Robo Threat Is Here to Stay. Are You?Here are two ways advisors can thrive and survive in today's changing landscape.
November 12, 2015
Future Looks Bright to RIAs: Schwab SurveyNearly half of advisors expect at least 10% growth in 2016, Schwab's annual advisor outlook survey found.
November 11, 2015
Relax: You won't be replaced by a robotDon't think a robot could take your job? A study says as many as 45 percent of the tasks that Americans get paid to do could be automated.
November 10, 2015
International borders mean nothing for hackersThe Internet is taking down the borders around countries all over the world.
November 10, 2015
Going Indie? Choose Your Tech Tools WiselyAs a newly independent advisor picking tech tools, I felt like a kid in a candy store. But its important to build slowly and prioritize.
November 09, 2015
How to Keep Robots From Taking Your Job: Clara ShihFor advisors, the Hearsay Social CEO says, the key to staying in business is to be less like a salesperson and more like a therapist.