Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Chinese Investor Devotes Fortune to Unlock the Human Brain
By Tatiana DarieTianqiao Chen is backing basic research that could, eventually, help lead a cure for Alzheimer's disease and Parkinson's disease.
August 12, 2018
How to Keep Your Firm Running Smoothly During Employee VacationsClearly defined processes don't care who performs them.
August 12, 2018
Patent Owners Fight War Over Smartphone Blood Sugar SensorsInsurance coverage for diabetes monitoring aids is helping to power the boom.
August 08, 2018
4 Ways to Boost Your Human Touch (and Stay Ahead of Robos)While using technology is helpful, advisors can succeed most by investing their time and talents in clients relationships.
August 06, 2018
Merrill Advisors Drop Reuters for FactSet Market DataThe nearly 15,000 advisors, who have average yearly fees & commissions of about $1 million, will make the switch in the fourth quarter.
August 02, 2018
SEC's New Crypto Czar Wants Coin Industry to Step Out of ShadowsValerie Szczepanick tries to get firms to talk to regulators; a key challenge is Bitcoin enthusiasts' distrust of government.
July 30, 2018
What's in Your Technology Report Card?Advisors are in the business of measurement, so they also should ask users to grade how well firm technology systems perform.
July 30, 2018
Advisor to Pro Athletes Shares the Secret to His SuccessEszylfie Taylor tells ThinkAdvisor about working with celebrity clients, developing an app and "prospecting up."