Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Most Advisors See Little Effect From New Fiduciary Rules, Survey Finds
By Janet LevauxBut, expert asks, do reps really understand what they will need to do to fully monitor and manage investment suitability?
July 22, 2015
St. Jude to acquire implant maker Thoratec for $3.4 billionInsurers are getting tough on hospitals. Hospitals are bargaining hard with device makers.
July 15, 2015
9 more tech tools to increase productivityMaybe its time to ditch the scratch pad. These days, there are many helpful tools to help you get things done.
July 14, 2015
How a personalized marketing strategy can help you stand outBefore you sell products or tools, you have to sell yourself.
July 09, 2015
SS&C’s Advent Software Buy Is a Done Deal"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
July 09, 2015
Content: Your secret marketing weaponContent marketing can take you to the next level. Here are 6 tips for building your content marketing plan.
July 08, 2015
Can technology solve the mystery of 401(k) fees?FeeX calculates the fees in your old 401(k)s and recommends whether a rollover (and which kind) makes sense.
July 07, 2015
Are your prospects wearing ‘blinders’?Technology has changed the way we shop. Take a lesson from the gum makers so your bubble doesnt burst.