Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Women and Tech
By Danielle AndrusNeesha Hathi, senior vice president of advisor technology solutions at Schwab Institutional, has a good view of how women use technology.
August 29, 2013
Nasdaq on Tech Glitches: Some Exchange’s Fault, Some NotNasdaq said Thursday that a preliminary internal review of the technology glitches that halted trades on Aug. 22 found a combined series of technology events.
August 29, 2013
Moving to a New BD or Custodian? Ask These 5 Tech Questions FirstCaptive technology can trip up an advisor, despite the attractive bells and whistles of your new BD or custodians platform.
August 22, 2013
10 Ways to Connect With Clients Using Your iPadPershing CIO Ram Nagappan shares his favorite ways to use an iPad to make presentations anytime, anywhere.
August 22, 2013
How well do you manage your time?If you are working longer and harder, but not accomplishing much, maybe its time to change your time management practices.
August 21, 2013
How technology is changing the way producers workAgents who don't adopt the latest tech solutions risk putting themselves out of business.
August 21, 2013
How technology is changing the way producers workAgents who don't adopt the latest tech solutions risk putting themselves out of business.
August 19, 2013
LPL Taps Paul Blease to Ease Advisors’ Tech AnxietiesIn a wide-ranging talk, Oppenheimer's Blease concentrates on the soft skills that distinguish advisors who succeed from those who don't.