Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wearable robots getting lighter, more portable
By Carla K. JohnsonNot yet approved for personal use, robotic walkers must still be used under the supervision of a physical therapist.
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.
April 16, 2013
Technology's distractions could be hindering planningMore than six in 10 survey respondents say they feel too busy to think about long-term goals.
April 16, 2013
Technology's distractions could be hindering planningMore than six in 10 survey respondents say they feel too busy to think about long-term goals.