Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Patent Owners Fight War Over Smartphone Blood Sugar Sensors
By Susan DeckerInsurance coverage for diabetes monitoring aids is helping to power the boom.
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."
July 30, 2018
10 Issues to Resolve So You Can Succeed at Seminar MarketingThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
July 30, 2018
Let's Separate the Noise From the NewsHere are three hot topics that won't really matter this year — and two that could derail the bull market.
July 26, 2018
Oranj Adds Pimco, WisdomTree to 'Free' Investing PlatformUsers of software firm's "freemium" wealth management platform now have access to 56 model portfolios and 542 mutual funds and ETFs.