Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Big Picture's technology match-up!
By Daniel Williams, Mary ShaubHow well do you know your tech gadgets? Remember the good 'ol rolodex?
November 24, 2014
How Technology Undermines Sound InvestingBrains overwhelmed by technology-driven distractions are rewired in ways that could stymie long-term investors, Marshall Jaffe writes.
November 20, 2014
A computer will never replace youComputers do many things more effectively than humans, but theres still one thing they cant do: think for themselves.
November 17, 2014
My Advisor Technology Integration Plans for 2015The larger an advisory practice becomes, the more important it is to integrate technology. Here's how I hope to progress next year.
November 13, 2014
3 Cool Tech Products for Advisors at T3T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
November 12, 2014
What’s Your Client’s ROI? New Tech Tool Adds up the ScoreRedtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
November 12, 2014
How to increase agent adoption of automation technologyLearn what values entice the agent to migrate to digital forms and adopt an alternative automated approach to processing business.
November 12, 2014
How to increase agent adoption of automation technologyLearn what values entice the agent to migrate to digital forms and adopt an alternative automated approach to processing business.