Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Your Sales Forecast: Fact or Fiction?
By Dan HudsonWhats your method for forecasting sales?
July 25, 2012
As Millennials March into the Workforce, How Ready Are You?By 2020, Millennials will make up nearly half of the U.S. workplace. Will they want to work for you?
July 24, 2012
Tech Questions for SummertimeAugust is my favorite time of year for new projects. More specifically, its a good time to ask, What technology areas require more research before we pull the trigger? To get started with this exercise, allow me to recommend some ideas.
July 24, 2012
Genetic entrepreneur to compete in Genomics X prize (BBC)The race will be ona year from Septemberto unlock the full DNA code of 100 centenarians, in 30 days, for no more than $1,000 per genome.
July 20, 2012
Wealthy Investors Adopting Mobile TechnologyWealthy investors are taking up social media and mobile technology in increasing numbers, the Spectrem Group found in a survey released Thursday.
July 16, 2012
Advisors Struggle With Tech IntegrationWhile two-thirds of advisors say technology has been mostly beneficial to their firms, 61% say it would be easier to manage if their various systems were better integrated, an SEI survey found.
June 29, 2012
Tech vs. Utilities: What’s the Better Value?Historically, tech has traded at a premium relative to utilities.
June 29, 2012
Top 10 Technology Trends for Advisors and Their Partners: Pt. 7, Cloud-Based ComputingMoving data and software to the cloud provides many benefits for advisors and their partners, but be aware of the attendant security and compliance issues.