Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Do the New Wealthy Communicate? Digitally, Futurewealth Report Says
By Michael S. FischerThe up-and-coming wealthy are adopting new technologies, and they expect their advisors to follow suit, according to a study by SEI, Scorpio Partnership and Standard Chartered Private Bank.
January 08, 2013
Kitces on Top 3 Topics for Advisors in 2013—Topic 2: TabletsMany advisors already have tablets, but as prices decline and more clients get the devices, and as advisor-specific applications are introduced, advisors will face a new challenge.
January 03, 2013
3 ways technology will change the way we do business in 2013The way we use tablet and smartphone technology continues to evolve and that's a good thing.
January 02, 2013
3 ways technology will change the way we do business in 2013The way we use tablet and smartphone technology continues to evolve and that's a good thing.
December 28, 2012
Raymond James Rolls Out Mobile App, New Websites for ClientsThe firm says it will launch more IT improvements for financial advisors and clients in the coming 12-18 months.
December 26, 2012
Boomers on technology: Are advisors keeping up?LifeHealthPro.com editors spoke with boomers to find out if their advisor is using new technology to communicate.
December 20, 2012
Tech, Where Hast Thou Gone?No other industry sector has more innovation per square foot than technology.
December 20, 2012
TD Ameritrade Adds CRM Offerings on Its Veo PlatformNow added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.