Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Would You Compete Against Your Own Firm? 5 Questions to Ask
By John AndersonIf you were trying to attract clients away your firm, what would you say? Your competition, including digital advisors, is already doing so.
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.
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 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.