Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Seniors on technology: Is it useful?
By Daniel WilliamsLifeHealthPro.com editors spoke with seniors to find out if their advisor is using new technology in communicating with them.
December 06, 2012
3 classic tech toolsiPad or Surface? Advisors weigh in on the tech tools that are essential to their success.
December 06, 2012
3 classic tech toolsiPad or Surface? Advisors weigh in on the tech tools that are essential to their success.
December 04, 2012
How 4-Step Process to Achieve Tech Integration Boosts RevenueWhen advisors had their systems fully integrated it could increase their revenue by up to 30%, and allow staff to spend 10% more time prospecting and adding new clients, the SEI white paper found.
December 03, 2012
World’s Rising Wealthy Lead Information Age: Futurewealth ReportWealthy people around the world have high levels of engagement with the Internets future possibilities, with important implications for the wealth management industry, according to a new study.
December 03, 2012
Technology Integration Top Advisor Concern: ScottradeIts about controlling what you can, and preparing for what you cant, says Brian Davis, director of Scottrade Advisor Services.
November 29, 2012
New Hire Roundup: McCarthy Elected IPA Board ChairmanThis week in new hires, Frank McCarthy was elected chairman and five new members were added to the board of directors at IPA; the DiCiaccio and LaMothe-Gonzalez Groups joined Snowden Capital Advisors; more.
November 14, 2012
Clark at Schwab Impact: RIAs’ Competitors ‘Want What You Have’On day one of Schwab Impact, the head of Schwabs RIA custody unit ticks off new initiatives on succession planning, Washington advocacy, referrals.