Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
5 Ways to Reap the Benefits of Technological Change: PGIM
By Emily ZulzA new paper suggests that investors should rethink their approach in response to recent technological disruption.
October 30, 2018
The Worst Kind of Financial Advisor MarketingIs content really king? In truth, there's only one type of content that can rightly claim the crown.
October 30, 2018
Joe Duran: Asking for Referrals Is 'Demeaning and Cheap'Here's a better way to get new clients, according to the United Capital CEO.
October 30, 2018
SigFig Launches Digital Wealth Platform for AdvisorsThe technology handles front-, middle- and back-office administrative tasks, including paperless onboarding of new clients.
October 30, 2018
6 Pointers for Growing Your Advisory Firm From Duran, Penney & ClarkeCEOs Joe Duran of United Capital, Shirl Penney of Dynasty and Eric Clarke of Orion give their advice.
October 29, 2018
Competition for Talent Is a Major Issue for RIAsThat's just one of several findings of Schwab's latest Advisor Outlook Study.
October 26, 2018
Which Fintechs Are Gaining Ground?The fintechs that have raised the most funding to date are those that improve on a service consumers already pay for, a study finds.
October 25, 2018
Do You Know the Changes in Stock Sector Classifications?Some massive shifts took place in late September re-categorizing big-name stocks — and ETFs — which most likely will affect client portfolios.