Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Michael Kitces: The 2012 IA 25 Extended Profile
By Melanie WaddellOne of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, The Advisor Guide to Annuities, is due out in May.
April 30, 2012
Reputation death, Part 6: Got technophobia? Get over it.What does using old technology say about you to your prospects?
April 27, 2012
8 Ways to Make a Reverse Mentorship Work for You (SecondAct)Reverse mentor relationships can help keep older workers up to speed on latest trends and information.
April 26, 2012
TD Ameritrade Launches Customized Thinkpipes Options Platform for RIAsThinkpipes is an advanced, highly customizable trading platform for advisors."
April 24, 2012
Toys or Tools: The Mobile RevolutionTheres no doubt that advisors are quickly adopting mobile technology.
April 24, 2012
The Race for ROI: Now Is the Time to Invest in TechnologyFor many advisors, the question isnt necessarily how to spend money on software, hardware and systems.
April 24, 2012
Top 10 Technology Trends for Advisors and Their Partners, Pt. 2: Increasing Technological CapabilityCheaper storage, more and faster processing power and greater bandwidth and communications speeds willand areaffecting your businesses now.
April 13, 2012
Balancing Tradition with TechnologyModern technology has significantly improved advisor productivity and helped substantially grow our businesses. But it's still not a replacement for face-to-face meetings.