Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Facebook’s Fiasco & Tech Outperformance
By Ron DeLeggeThere are several fundamental factors that differentiate the social network and its troubles from the general high-tech field.
May 22, 2012
Is Your Technology Up to Date or Out of Touch?From a technology perspective, it truly is a great time to be an advisor.
May 22, 2012
Raymond James Execs Aim to Reassure Advisors About MergerAt 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 21, 2012
Raymond James Rolls Out New Advisor Software at ConfabAt the Raymond James conference, Scott Curtis took the helm as leader of RJ's independent-contractor channel while other executives unveiled the company's new desktop system.
May 16, 2012
Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated WorkstationSignificant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into their advisor workstations.
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.