Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Reflecting on Achievements
By Dan SkilesI 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 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.
November 16, 2017
Helping Millennials Embrace Investment RiskMillennials are more timid than older generations when it comes to investing their money.
November 09, 2017
Millennials Want Their Financial Advice Right Now, and It Better Look PrettyAt a conference, Ron Carson talked about losing a billion-dollar client's millennial heirs to an advisor more attuned to their needs.
November 08, 2017
5 Advisor Marketing Mistakes to AvoidLearn from these mistakes and improve your marketing tactics, advisor consultant Mike Byrnes says.
November 07, 2017
OPEC Says Oil Use Could Peak in Late 2030s if Electric Cars BoomWorld Oil Outlook says demand would plateau at 109 million barrels a day if a quarter of the world's cars run on batteries by then.
November 03, 2017
Debating Where Tech Will Take FinanceWhy should banks and credit bureaus be the keepers of our identity? On the other hand, why should Facebook or the blockchain?
November 03, 2017
Fintech Deployment Woes? Call In the ‘New Gatekeeper’ TeamThe choice of technology solution whether for CRM, planning or practice management is often fraught with peril.