Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
7 things fiduciaries shouldn't say in court
By Nick ThorntonFiduciaries 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
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.
August 31, 2015
Don’t Pay the Hacker’s RansomAdvisory firms are being hit with ransomware viruses. Before paying up, try these steps first.
August 26, 2015
The Real-World Star Trek Would Be Far From UtopiaWhat we've learned from technology over the past 10 years or so is that it's rarely as user-friendly or reliable as we'd like.
August 20, 2015
Social hackathon at the LIMRA Social ConferenceHow can we solve the industry's most pressing problems? More creative brainstorming is a good first step.
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.