Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Innovation Is So Last Year. It’s Time to Execute.
By Brian McLaughlinThe technology entering the advisory space in 2018 is likely to be existing tech, adapted to create new and better solutions for existing problems.
November 30, 2017
How to Be a Marketing Fiduciary in 3 Areas of Your PracticeThe way an advisor markets his firm can touch every aspect of his business, leaving clients and prospects alike feeling either valued or not.
November 29, 2017
What 6 Top BD Insiders Divulge About Fintech TrendsSix BD leaders gave Investment Advisor their take on the years biggest fintech news, their thoughts on what's to come and their favorite tech tools.
November 29, 2017
Carson, Duran, Kitces on the Biggest Tech Stories of 2017 (and Beyond)Six industry leaders gave Investment Advisor their take on the years biggest fintech news, their thoughts on what's to come and their favorite tech tools.
November 27, 2017
Reflecting on AchievementsI know you can't believe it either, but here we are at the end of another year. Time flies, and now in December you are trying to complete your to-do list with the goal of being in a good position to start 2018.
November 27, 2017
Opening Up on FintechLeaders sound off on the latest technology, Equifax breach and more.
November 24, 2017
More Evidence That Green Investments Are GoldenAn analysis by FTSE Russell illustrates outperformance by environmentally friendly indexes over different time periods.
November 24, 2017
This Tiny Implant Could Get Paralyzed Patients Moving AgainThe chief technical officer said it's too early to guess what the device might cost.