Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisor Tech Adoption: When the Boss Is the Roadblock
By James J. GreenAt Junxure Advisor Conference, the technology recalcitrance of firm principals kept being raised by panelists and attendees, along with strategies to get them on board.
September 28, 2015
Volatility and Technology: How to Streamline Client CommunicationsVolatility puts a lot of pressure on advisors because everyone is asking: What does it mean? Will it continue? Should I sell everything?
September 23, 2015
How Would You Compete Against Your Own Firm? 5 Questions to AskIf you were trying to attract clients away your firm, what would you say? Your competition, including digital advisors, is already doing so.
September 23, 2015
Nestle to develop Alzheimer’s test in Swiss research allianceA country known for hot chocolate wants to treat chronic disease through nutrition.
September 22, 2015
Marcato Capital Takes 6.3% Stake in LPLThe hedge fund, known for its activist approach, thinks LPL's shares are undervalued.
September 18, 2015
On the horizon: tech gains that enable cradle-to-grave planningTechnology will further empower advisors who have strong, relationship-based businesses, says Rao.
September 18, 2015
On the horizon: tech gains that enable cradle-to-grave planningTechnology will further empower advisors who have strong, relationship-based businesses, says Rao.
September 17, 2015
LPL Taps Ex-FINRA Regulator for Deputy Counsel PostThe independent broker-dealer also says it has set up a Regulatory Counseling group firmwide.