Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tech Questions for Summertime
By Dan SkilesAugust 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 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.
June 27, 2012
Averitt Retires as CEO at RJFS ConferenceDick Averitt retired as CEO of Raymond James independent-advisor channel in late May.
June 26, 2012
E-Delivery—Are You Doing Your Part for Your Clients?How much have you thought about electronic delivery (e-delivery) of required documents for your clients?
June 20, 2012
You Are the Ultimate Sales TechnologyYour success isnt determined by the number of devices that connect you to the outside world.
June 20, 2012
You Are the Ultimate Sales TechnologyYour success isnt determined by the number of devices that connect you to the outside world.