Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Chinese Communists More Market-Friendly Than U.S.: George Gilder
By Gil WeinreichI sat down with the free-market conservative Gilder to discuss why his views appear to be out of favor, to put it in investment-speak.
May 05, 2014
Ric Edelman: Stay Cutting-Edge on Technology or FailAt IMCA, two views of how to grow a practice, from Ric Edelman and Paul Tramontano.
May 05, 2014
(Not) leaving your legacyMany companies aren't willing to give up on their legacy systems just yet. The risk lies in trading the known for the unknown.
May 02, 2014
‘Office of the Future’ Puts Advisor Technology on DisplayFidelity Institutional has opened an intriguingly named Office of the Future on its Smithfield, R.I., campus.
April 28, 2014
Don't Make Big Technology Changes While Transitioning Your FirmWhenever you make big technology changes, a long runway (overall timeline) is a critical component in achieving success.
April 28, 2014
The Right Tech HabitsA theme of this month's cover story (“Honing the Advisor's Tech Edge”) is the necessity of keeping up with the latest technology. The implicit…
April 28, 2014
The Real Key to Harnessing TechnologyFinancial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate itthen reap the rewards.
April 28, 2014
Out-of-the-Blue CompetitionWhenever anyone asks me who our readers are, Ive always responded that you are independent and independent-minded advisors.