Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Steve Jobs and Advisors: His Legacy and Ongoing Influence
By James J. GreenMost advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.
October 01, 2011
How Scalable Is Your Firm’s Technology?Whenever we experience significant market volatilityspecifically to the downsidethe pressure on advisors to respond efficiently and effectively can increase dramatically.
October 01, 2011
Your Silver BulletAt a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.
October 01, 2011
Building Trust With TechFrank Maioranos vision for clearing and custodial firm Trust Company of America includes a cutting-edge push into tablet technology.
September 28, 2011
Out with the oldIn 1942, Joseph Schumpeter used the phrase "creative destruction" to describe "a process of industrial mutation that incessantly revolutionizes the economic structure from within, incessantly destroying the old one, incessantly creating a new one."
September 27, 2011
Out with the oldIn 1942, Joseph Schumpeter used the phrase "creative destruction" to describe "a process of industrial mutation that incessantly revolutionizes the economic structure from within, incessantly destroying the old one, incessantly creating a new one."
September 27, 2011
Fidelity Adds Envestnet, Redtail, Others to WealthCentral PlatformFidelity Institutional Wealth Services announced upgrades Tuesday to its WealthCentral platform for RIAs. The company said it is adding six new software choices and 'creating deeper integrations with existing applications for its independent advisor clients.'
September 09, 2011
Brokering Benefits from TechnologyAcross the country, many in the healthcare marketplace -- from doctors and hospitals to employers and benefits consultants -- are trying to figure out where they fit into President Obama's brave new healthcare world.