Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
If You Can’t Beat Robo-Advisors, Become One
By Gil WeinreichAutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
February 12, 2015
The future of benefits enrollment technologyWith so many benefits choices available to them, many employees are simply overwhelmed. That's where technology comes in.
February 11, 2015
Is Mobile Technology a Threat to Advisors? It Shouldn’t BeHere are some ways advisors can use mobile technology to up their game and strengthen relationships with clients.
February 04, 2015
Scheduling appointments: Stop typing and start talkingIn a relationship-driven business, the personal touch of a phone call is still important. And you must master it.
February 02, 2015
Why Cheap Oil Is Here to StayTechnology has transformed the energy picture, Alexei Bayer writes.
February 02, 2015
DIY Investing on a Growth TearSelf-directed investment is growing much faster than the rest of the market, and online platforms' user bases are getting more diverse, a Scivantage study found.
January 20, 2015
How to become a new generation advisorThere are four basic types of employers. Here's how to sell to them.
January 15, 2015
Is a Single Advisor Dashboard Coming Your Way?And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.