Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Envestnet’s Karabell: Widely Used Economic Data Are Outdated
By Savita Iyer-AhrestaniNumbers, like the GDP and inflation, actually mean little in a rapidly changing world, says Zachary Karabell at the Envestnet Advisor Summit.
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.
April 28, 2014
What Role Does Technology Play In Your Succession Plan?Succession planning: Without a doubt, this is one of the most important topics for our profession.
April 28, 2014
XY Planning Network Adds Tech PartnersMichael Kitces' XY Planning Network announced Monday its list of core technology partners that will be available to platform users.