Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Balancing Tradition with Technology
By Samuel BaldwinModern technology has significantly improved advisor productivity and helped substantially grow our businesses. But it's still not a replacement for face-to-face meetings.
March 28, 2012
Morningstar Conference Preview: Alternatives, Technology and Other Hot-Button IssuesMorningstar's Shannon Zimmerman tells Investment Advisor's John Sullivan that the speaker lineup will include GMOs Grantham and JP Morgans Gatch.
March 26, 2012
Considering E-SignaturesElectronic signature technology (e-signature) has been around for a number of years.
March 26, 2012
Beware the App: Will Technology Replace Advisors?Dont you think, I asked the broker, if you can reposition someones portfolio to match any given model with a couple of clicks, that eventually the technology will be available for your clients to do something similar?
March 26, 2012
Tech EminenceAs educational editor of the 2012 TechLeaders Conference on March 1921 in Irving, Texas, Beacon Strategies LLC is contributing to the conferences goal of developing thought leadership that can be shared by broker-dealers of all sizes.
March 26, 2012
Advisor Group Touts Plans at ConfabThe Advisor Groups three broker-dealers had strong results in 2011, according to President and CEO Larry Roth.
March 21, 2012
High Praise for Low-Tech Mobile Assistant at 2012 TechLeaders ConferenceSometimes the simplest solutions are the best solutions, says Corey Westphal, president of Madison, Wis.-based Mobile Assistant. This means something that doesnt have a six-month implementation process.
March 21, 2012
3 Reasons Advisors Should Jump on iPad BandwagonThe new iPad, and the growing use of such tablets, is part of a trend that every business owner and advisor should be keeping a close eye on in order to continue to grow their business.