Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
On the horizon: tech gains that enable cradle-to-grave planning
By Warren S. HerschTechnology will further empower advisors who have strong, relationship-based businesses, says Rao.
September 17, 2015
Must you choose between high touch and high tech?Customer service, speed and price: customers today expect, and even demand, all three.
September 16, 2015
Millennials highly optimistic about insurance industry, plan to stay as long as possibleVertafore survey details what the younger generation values in the insurance industry, the jobs they fill, and how they compare to baby boomers.
September 16, 2015
Millennials highly optimistic about insurance industry, plan to stay as long as possibleVertafore survey details what the younger generation values in the insurance industry, the jobs they fill, and how they compare to baby boomers.
September 04, 2015
7 things fiduciaries shouldn't say in courtFiduciaries and sponsors might want to note these incriminating statements in a notorious 401(k) court case examples of what not to say when under oath.
September 01, 2015
Robot millionaire takes a shot at fixing severed spinesCyberdyne is regenerative medicine to reconnect rats' neurons.
September 01, 2015
8 tech trends that will change how carriers do businessCarriers appetites for more datafor better underwriting and risk selectionand desire to drive down costs are fueling a move toward becoming more customer and tech focused.
September 01, 2015
8 tech trends that will change how carriers do businessCarriers appetites for more datafor better underwriting and risk selectionand desire to drive down costs are fueling a move toward becoming more customer and tech focused.