Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Canadians optimistic about workplace investment
By Warren S. HerschAlmost half of the Canadian workforce expects employee training and development programs to be offered this year.
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.
December 20, 2012
Seniors on technology: Is it useful?LifeHealthPro.com editors spoke with seniors to find out if their advisor is using new technology in communicating with them.
December 20, 2012
Seniors on technology: Is it useful?LifeHealthPro.com editors spoke with seniors to find out if their advisor is using new technology in communicating with them.