Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Three Is NOT a Crowd in the Cloud: The 2013 TechLeaders Survey
By Chip Kispert, Marshall Levin, Larry Paley, Peter MontoyaAs educational editor of the 2013 TechLeaders Conference held on March 1315 in Irving, Texas, Beacon Strategies LLC contributed to the conferences goal of developing thought leadership for broker-dealers of all sizes.
June 18, 2013
Envestnet Finds 20% Income Rise for RIAs Who Integrate TechThe Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration.
June 12, 2013
Mobile technology is revolutionizing advisors' practicesMDRT roundtable members detailed the benefits they've enjoyed from using smartphones, tablets and other mobile solutions.
June 12, 2013
Mobile technology is revolutionizing advisors' practicesMDRT roundtable members detailed the benefits they've enjoyed from using smartphones, tablets and other mobile solutions.
May 31, 2013
Video Games May Hold Key to Future of Financial PlanningThe game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.
May 28, 2013
Summer School: 4 Tips to Protect Your TechYou can easily fall behind the times if you are not keeping up with todays technology solutionsand tomorrows as well.
May 27, 2013
Greg Friedman: The 2013 IA 25 Extended ProfileGreg Friedman began our interview by noting he didnt have much prepared and would probably end up speaking in a stream of consciousness.
May 23, 2013
Top 30 colleges for highest starting salariesOut of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting paychecks.