Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Consultants: Minnesota exchange still has IT management problems
By Allison BellDeloitte didn't find an IT project director or a testing manager.
July 07, 2014
Finding a Custodian That Fits, Part 3: Its TechnologyHow I use my custodian's technology to run my practice more efficiently and serve my clients better.
June 30, 2014
Iraq Crisis May Lift Iran Oil ProspectsDoes Iran have a role to play with respect to the future of global oil market dynamics as the conflict in Iraq continues to escalate?
June 30, 2014
Technology and Your Compliance ObligationsMost advisors do not enjoy the regulations involved with running their firm, but properly leveraging technology can make compliance a little easier.
June 30, 2014
The Tech Revolution's Disruptions BeginKeep an eye on tech-driven socioeconomic tensions.
June 27, 2014
How tablets are revolutionizing the insurance industryThe automated business processes that utilize the flexibility and mobility of tablets have both time and processing benefits for financial advisors.
June 11, 2014
Advisors See ‘Slow and Steady’ Growth Through Year-End: SEIThe SEI survey on economic outlook also polled advisors on tech use; advisors overwhelmingly named one social network as most effective.
June 10, 2014
Niall Ferguson: Will Bitcoin banish U.S. dollar, or will U.S. dollar banish Bitcoin?Have Google, Apple and Bitcoin leveled the playing field between ordinary citizens and government, or have they been co-opted?