Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How has technology affected the way your advisor does business?
By SMA StaffHe uses his computer to make presentations with graphs of our holdings, etc. They’re pretty fancy-looking. Sometimes we need him to explain what…
February 25, 2013
Use Technology to Protect Clients' Personal InformationClients may tell you how important it is for their personal information to be protected. What a lot of them dont realize is that much of their informationsome very personal and specificis readily available on the Internet, usually free of charge.
February 25, 2013
Impressions From T3 Conference: The Future Is Bright, Part 2Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.
February 22, 2013
Profile of an independent agentAnnuities continued to lead the product pack last year, and advisors think indexed products will stay hot through 2013.
February 19, 2013
Impressions From T3 Conference: The Future Is Bright, Part 1Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.
February 15, 2013
The virtual advisorSteve Plewes took a major risk nine months ago when he became a virtual advisor, but he hasnt lost any business in taking the plunge.
February 15, 2013
The virtual advisorSteve Plewes took a major risk nine months ago when he became a virtual advisor, but he hasnt lost any business in taking the plunge.
February 12, 2013
The Skyping of the industryTheres a tech-tonic shift taking place in the financial advisory business.