Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A Boon of Independence: Choosing Your Technology—Cost and Time
By Mike PattonWhen considering what technology tools you should have in your practice, start with the services you offer clients, then consider the cost and time factors.
November 02, 2015
5 Sci-Fi Trends in Wealth ManagementThe rise of wearable computing devices is just one of the new technologies that is changing wealth management.
October 29, 2015
Worried the Tech Bubble Will Burst? Keep CalmThe current situation doesnt look much like the bubble of the late 1990s, but there might soon be a broad drop in funding for startups.
October 23, 2015
Great Scott! 6 areas where 'Back to the Future Part II' technology came trueRobert Zemeckis' 1989 film imagined a 2015 filled with then-innovative tech that's actually in use today. What did the movie get right and what are the insurance implications?
October 23, 2015
Great Scott! 6 areas where 'Back to the Future Part II' technology came trueRobert Zemeckis' 1989 film imagined a 2015 filled with then-innovative tech that's actually in use today. What did the movie get right and what are the insurance implications?
October 15, 2015
18 ways to shake up marketing & sharpen resultsDo your ideal clients know you're their ideal financial advisor? Consider these 18 tips count 'em on how to get your message across more effectively.
October 15, 2015
Advisors’ Real Weapon Against Robos Isn’t TechService and scale are key areas where advisors can use technology to improve their business, according to Mitch Caplan of Jefferson National.
October 14, 2015
Don’t Use the ‘F-Word’ With 401(k) InvestorsInvestors in 401(k)s want advisors who act in their best interest, but the fiduciary concept may be lost on them, Financial Engines says.