Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Raymond James Execs Aim to Reassure Advisors About Merger
By Janet LevauxAt the Raymond James independent-advisor confab, Scott Curtis and other executives told prospective new affiliated reps to expect transition and other services to remain steady.
May 11, 2012
Top 10 Technology Trends for Advisors and Their Partners, Pt. 3: MobilityWithin five years, every advisor and institution will need to have a credible mobile offering or risk becoming irrelevant.
May 09, 2012
Michael Kitces: The 2012 IA 25 Extended ProfileOne 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.
May 02, 2012
Eric Clarke: The 2012 IA 25 Extended ProfileIn our industry, technology has allowed advisors to go out on their own as independent investment advisors and still provide their clients the same level of service that the wirehouses have traditionally provided.
May 02, 2012
AALU: Michio Kaku, PhD, provides glimpse into futureFamed Futurist and Populizer of Science opens conference attendees eyes to extremely advanced technology on the horizon
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."