Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Social hackathon at the LIMRA Social Conference
By Lynette GilHow can we solve the industry's most pressing problems? More creative brainstorming is a good first step.
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.
July 30, 2015
Most Advisors See Little Effect From New Fiduciary Rules, Survey FindsBut, expert asks, do reps really understand what they will need to do to fully monitor and manage investment suitability?
July 28, 2015
Strategies to keep freebies from luring your clientsThis simple yet powerful technique will give advisors a competitive advantage over any technology platform.