Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Don’t Pay the Hacker’s Ransom
By Dan SkilesAdvisory firms are being hit with ransomware viruses. Before paying up, try these steps first.
August 18, 2015
LPL Grabs Wells Fargo Advisors’ Tech ChiefAnthony Perkins is tapped to be the IBD's head of technology product development.
August 03, 2015
Your 10-Minute Pre-Vacation ChecklistAdd these quick technology tasks to your pre-vacation checklist to make sure everything runs smoothly while youre away.
August 03, 2015
What's a robo-advisor?A survey from Jefferson National identifies some misconceptions the industry has about robo-advisors.
July 31, 2015
How will technology affect the role of insurance brokers?Technological advances bring a wealth of opportunity but also change.
July 31, 2015
1 in 10 Advisors Have Never Heard of Robos: SurveyA survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
July 31, 2015
How technology can increase your productivityMaybe its time to ditch the scratch pad. These days, there are many helpful tools to help you get things done.
July 31, 2015
How technology can increase your productivityMaybe its time to ditch the scratch pad. These days, there are many helpful tools to help you get things done.