Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
4 ambitious goals NAILBA is looking to accomplish in 2016
By Emily HolbrookThe first full day of NAILBA 34 kicked off in Orlando today, and here are the biggest updates from NAILBA.
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.
November 09, 2015
A Boon of Independence: Choosing Your Technology—Cost and TimeWhen 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 05, 2015
What the Rise of the Robos Really Teaches UsLessons advisors can learn to avoid going the way of the neighborhood bookstore. To begin, it's not about the technology.