Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Top American cities for business innovation
By Elana Ashanti JeffersonNot every city is primed to foster business innovation. But just about every industry including insurance and financial services will be transformed by digital technologies.
September 15, 2016
The New Disruptors of Old AgeA handful of tech entrepreneurs are now looking beyond the millennial market to reach a new demographic with their own needs baby boomers.
September 15, 2016
5 Robo-Advice Myths BustedThe robo-advice market is not human vs. technology, its about helping advisors do their jobs better.
September 09, 2016
The secret to hitting a home run with digital marketingIf you dont have the foundations in place, you may have a successful campaign, but not one that converts to sales.
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.