Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The New Disruptors of Old Age
By Raymond James FinancialA handful of tech entrepreneurs are now looking beyond the millennial market to reach a new demographic with their own needs baby boomers.
September 07, 2016
To achieve marketing success, spend smarter not moreCustomizing a marketing strategy based on how close a lead is to buying can result in better sales and a more robust client pipeline.
August 30, 2016
Can Competing BDs Share Technology?At the 2016 Broker-Dealer of the Year roundtable, the leaders discussion turned to a chicken-egg dilemma.
August 30, 2016
Technology Is Critical to BD ‘Information Business’We asked the 2016 Broker-Dealers of the Year to imagine they had launched a digital advice platform but growth had been stagnant.
August 30, 2016
Growth in AUM, Revenue Halved for RIAs in 2015: FA InsightFirms that are merely riding the market tide are being left behind their peers, FA Insight finds.
August 30, 2016
Meb Faber’s Cambria Rolls Out Robo-Advisor for InvestorsThe RIA also has its eyes set on an offering for advisors, according to Chief Investment Officer Meb Faber.
August 25, 2016
A career where the insurance industry and technology meetAmy Christofis followed an interest in health care and economics to a job that leverages technology to help employers, employees, providers and insurance companies.
August 25, 2016
A career where the insurance industry and technology meetAmy Christofis followed an interest in health care and economics to a job that leverages technology to help employers, employees, providers and insurance companies.