Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Win the tech race
By Michael HamBrush up your social networking skills and you can gain future clients.
July 28, 2011
CRM: An Untapped Engine for GrowthWhile the vast majority of advisors have implemented some form of client relationship management (CRM) software in their practices, most of them continue to overlook what may be CRM’s biggest benefit to an RIA business: the ability to fuel and support growth.
July 26, 2011
Those Under-50 Clients: Goldmine or Just the Shaft?A Cisco study on tech use by and advice preference of younger investors shows the opportunity, and danger, they pose for independent advisors.
July 13, 2011
Schwab Boosts Global-Investing Platform With Broadridge DealPartnership will allow Schwab to offer clients more foreign-equity and currency-markets access.
July 12, 2011
Fidelity Launches iPhone and Android Mobile Trading App for RIAsWealthCentral apps gives RIA users the ability to trade on mobile devices with high security, says Ed O'Brien, technology head at Fidelity's Institutional Wealth Services.
July 01, 2011
Could a Mac Be in Your Firm’s Future?For a majority of advisors, personal computers and a Microsoft Windows-based environment is the technology backbone for their office. In fact, just several…
July 01, 2011
The Relationship ManagerWhen you think of growing your financial advisory business, there is what can seem to be an unending array of strategies and tactics.
July 01, 2011
The Financial Advisor as Flight TrainerIn any professional services business, an important tool of our trade is our ability to communicate with, engage, educate and connect with those whom…