Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Evolution of Advisor Technology
By Dan Skiles1980 to 2015 from a technology perspective, advisors have gone from having essentially no technology choices to an extensive menu of solutions.
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.
October 13, 2015
Researchers: Many of the 'oldest old' are onlineSeventy-three percent said they at least occasionally use computers or mobile technology devices.
October 13, 2015
Researchers: Many of the 'oldest old' are onlineSeventy-three percent said they at least occasionally use computers or mobile technology devices.