Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What Role Does Technology Play In Your Succession Plan?
By Dan SkilesSuccession planning: Without a doubt, this is one of the most important topics for our profession.
April 15, 2014
Fitness trackers deliver results, raise doubtsWearable devices that track your activity levels are increasingly turning up in corporate wellness programs, but are they simply a fad?
April 15, 2014
Fitness trackers deliver results, raise doubtsWearable devices that track your activity levels are increasingly turning up in corporate wellness programs, but are they simply a fad?
April 09, 2014
Fed Minutes Ease Concern on Rate Rise, Lifting StocksSeveral Fed policy makers said a rise in their median projection for the main interest rate exaggerated the likely speed of tightening.
March 13, 2014
Want Sustainable Advisory Firm Growth? Automation Is KeyA paper by SEI Advisor Network and ActiFi challenges advisors to integrate technology and automation more efficiently for a more successful practice.
February 24, 2014
Does that plan cover 3-D printer skin toner?Doctors may soon be duplicating human organs at an in-network hospital near you.
February 21, 2014
Advisors not ‘walking the talk’ on client serviceTechnology is helping and hindering client service efforts.
February 19, 2014
Advisors Not ‘Walking the Talk’ on Client ServiceSEI compares advisory firms client service to exercise: Advisors know they need to do better, but its easy to get off track.