Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The 2013 IA 25 Slideshow: Tech Gurus and Media Moguls
By Editorial StaffTechnology is so ingrained in our personal lives that it could easily be taken for granted by advisors who are satisfied to know what the cloud is.
May 09, 2013
Consumer discretionary stocks top Russell 2000 sector performerStocks in the Consumer Discretionary sector yielded a return of 33.6 percent.
May 03, 2013
A Generation Flux cheat sheetHow can you adapt to (and thrive in) an environment that's constantly changing? These eight tips can help.
April 29, 2013
Who Are Your Technology Players? Don’t Overlook Your EmployeesYour employeestheir skills, their knowledge, their habits and their responsibilitieswill have a significant influence on the success of any technology product, initiative or process that you want to introduce in your firm.
April 25, 2013
Fidelity Introduces Cloud-Based Advisor PlatformFidelity found 39% of advisors were currently employing some form of cloud computing.
April 24, 2013
Raymond James Execs on IT: ‘Can’t Slow Down’Top technology execs share latest successes at the independent broker-dealers annual conference in Dallas.
April 22, 2013
Raymond James IBD Kicks Off Big Texas ConfabUnlike many other firms that seem obsessed with the number of advisors affiliated with their firm, were much more focused on the quality of advisors, said RJFS President Scott Curtis.
April 19, 2013
Mobile Technology ‘Distracting’ From Long-Term Planning: NorthwesternRespondents across all generational cohorts are increasingly distracted by technology.