Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Leveling Recession
By Alexei BayerEconomists often derive ironclad "laws of economics" from very small samples of data observed over a very short time period. Remember the Phillips curve, which...
August 01, 2009
Technology by the NumbersEven in the challenging market and economic environment, independent advisory firms are looking for opportunities to position themselves for long-term growth by investing strategically in...
August 01, 2009
Ask These QuestionsSelecting a technology vendor is a key decision in the buying process. Make sure you talk to a potential vendor's customers--ideally ones you've found on...
August 01, 2009
Group ThinkWhen it comes to implementing new technology, the best firms involve staff members early and often. Take West Des Moines, Iowa-based Foster Group's decision matrix, for...
August 01, 2009
New Day, New ToolsWith budgets tighter than ever these days, many firms have found it difficult to pursue new technology initiatives and make new purchases. As a result,...
July 01, 2009
Tech EvangelistOne of the most effective ways to get staff to use the technology that a firm already possesses to its full advantage is to appoint...
July 01, 2009
How Much Can You Save?Everybody says that automating regularly conducted tasks can save an advisory firm money, but how much? For instance, Schwab Technology Consultants estimates that for every...
July 01, 2009
Right in Front of YouAt wealth management firm LarsonAllen Financial, technology has been a key budget item during the past four years as the firm has transitioned to a...