Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
TD Ameritrade’s Apple Watch App Puts Markets On Your Wrist
By Emily ZulzTD Ameritrade Mobile's new app lets clients view their customized watch lists, stock summary and major indexes on the Apple Watch.
June 24, 2015
New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology OfficerMeanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.
June 24, 2015
Top 5 takeaways from the IBM Amplify conferenceAt a recent conference hosted by a tech giant, customer engagement reigned supreme. Heres your takeaway.
June 22, 2015
Tech-Obsessed Advisors Looking to Streamline: Jefferson NationalAdvisors use nearly eight different software applications in their practices on average, a survey found.
June 19, 2015
Complex asset class investing gains acceptance among insurersInvesting in complex or non-traditional asset classes can help maximize portfolio returns in a sustained period of record low interest rates and yields.
June 19, 2015
Complex asset class investing gains acceptance among insurersInvesting in complex or non-traditional asset classes can help maximize portfolio returns in a sustained period of record low interest rates and yields.
June 04, 2015
4 Must-Ask Questions for Advisors' E-Signature ProvidersE-signatures offer many benefits to advisors, their partners and their clientsbut choose your vendor wisely.
June 02, 2015
How advisors can win in today's marketplaceFinding the sweet spot is the key for agents and advisors who want to gain market share.