Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Top 10 Technology Trends for Advisors and Their Partners: Part 1, the Big Picture
By Spenser SegalThe 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.
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.
March 20, 2012
2012 TechLeaders Conference: Unusual Format a Hit With Attendees, VendorsA rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday.
March 01, 2012
The Breakfast ClubThe orgy of pessimism from keynote speakers at TD Ameritrades recent conference in Orlando had organizers double-stocking the hotel minibars.