Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Complex asset class investing gains acceptance among insurers
By Warren S. HerschInvesting in complex or non-traditional asset classes can help maximize portfolio returns in a sustained period of record low interest rates and yields.
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.
June 01, 2015
What Does Windows 10 Mean for Advisors?The next operating system from Microsoft, Windows 10, is expected to be officially released later this summer.
June 01, 2015
Thriving in Tomorrowland: How Advisors Can Adapt to ChangeForty-five years after Alvin Toffler warned us of future shock, four experts suggest how to prosper in today's tsunami of change.
May 26, 2015
How I Chose My RIA CustodianI picked TradePMR after running the numbers on trading costs and fees, and things got better when it started using First Clearing.
May 21, 2015
Raymond James Shares New Tech, April ResultsThe firm is recognized for an aggregator tool, and says its client assets are nearly $502 billion.
May 15, 2015
Angie Herbers: Bridging the Gap—The 2015 IA 35 for 35Angie Herbers sent a wake-up call to the profession 10 years ago, and she's been shepherding advisors through growth and change ever since.
May 11, 2015
Are you a sales dinosaur?These days, outdated technology can really hold you back. Its time to dump your dinosaur-era tech and evolve.