Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Time Keeps on Slippin’
By John SullivanWe fear the future and dont like change.
November 22, 2013
NAILBA 32: Advisors and technologyHere's how technology can support advisors in their work.
November 20, 2013
How to Make Videos That Turn Prospects to ClientsAdvisors who dont make videos over the next few years are going to miss opportunities that other firms will grab, tech guru Bill Winterberg says.
November 19, 2013
CMS tech returns to lion’s denChao said he had nothing to do with the HealthCare.gov launch date.
November 12, 2013
United Planners on Its Tech: The Glue That Holds It All TogetherOur master philosophy is enter once, use many, Sheila Cuffari-Agasi says when describing the technology employed at United Planners Financial Services.
November 12, 2013
New Technologies Can Facilitate Foundation CollaborationThe Monitor Institute and the Foundation Center released a report on their research into how new technologies can facilitate collaborations and reduce inefficiencies.
November 11, 2013
Bernie Clark Warns: Next Gen Is Now This Gen. Better Keep UpHead of Schwab Advisor Services also rails against harmonization of RIA and BD regs.