Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Advisors Can Best Use Tech for Firm Growth, Profitability
By Danielle AndrusThinkAdvisor webinar, sponsored by Pershing, showcases the ways technology is helpful in achieving scale and efficiency.
November 22, 2016
How One RIA Uses Technology to Nurture Client RelationshipsFrom overhead projectors to a state-of-the-art media space, Brand Asset Management is focusing on how clients interact with its advisors to support growth.
November 21, 2016
2016 Holiday Tech To-DosDecember can often feel like the final mile of a marathon. You have made it most of the way, but theres more to be done.
November 21, 2016
Can Trump, GOP Stop DOL Rule? Not LikelyPolitical movement has created doubt in the industry over whether to continue investing in technology to comply with a best interest standard.
November 20, 2016
5 Sink-or-Swim Metrics for RIAs in 2017Many industry benchmarking studies are reporting that profitability has been falling in most independent advisory firms over the past two years.
November 16, 2016
Live from NAILBA: digital marketing best practicesHere's how to reach the insurance agent of today in a digital way.
November 14, 2016
Tech Winners, Losers Under Trump AdministrationAfter crashing on the news of Donald Trumps election, the broad stock market partially came back, particularly bank stocks.
November 08, 2016
Creating operational efficiencies with technologyPaul Gable discusses how to restructure back-office tasks to allow advisors to spend more time with clients.