Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors Still Taking Assets From Wirehouses: TD Ameritrade RIA Survey
By James J. GreenAdvisor sentiment survey finds optimism on RIA growth, markets and economy, but concerns over regulation and compliance.
May 10, 2011
Choosing Software That Works for Your Advisory Firm—Part 5: How to Implement New TechnologyWhen implementing technology for your firm, remember: the activities that are monitored and rewarded are usually the activities that get done
May 02, 2011
Advisors: Create an event evaluation form, part 1To evaluate the success of your marketing events, ask your attendees to fill out an evaluation form at the end of the event. This will help you make tweaks to improve future events as well as collect valuable contact information from attendees.
April 07, 2011
SunGard Acquires Stratix ConsultingSunGard, a software and technology service company based in Wayne, PA., acquired Toronto-based Sratix Consulting.
April 01, 2011
How Good Is Your Phone System?Phone systems have not historically been the most exciting technology available to advisors.
April 01, 2011
RIA Operations: Structure Capacity to Meet DemandIn February 2011, Borders Group, the second-largest bookstore chain in the United States, filed for bankruptcy.
April 01, 2011
Don’t Be a RobotImagine if financial advisor services were relegated entirely to technology, and the role of financial advice was replaced by keyboard strokes. Imagine…
March 22, 2011
Choosing Software That Works for Your Advisory Firm-Part 2: AssessTo implement new, usable, technology, assess how you do things today, so you can clearly articulate how you would like it to be done tomorrow.