Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Don't Make Big Technology Changes While Transitioning Your Firm
By thinkadvisorWhenever you make big technology changes, a long runway (overall timeline) is a critical component in achieving success.
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.
April 15, 2014
‘Mobile-First’ Millennials Need More EducationMillennials are the mobile-first generation, meaning financial services professionals who want to reach them will have to make mobile support a priority, says Corporate Insight.
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.