Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The New Jobs Market: Minimal Employment
By Alexei BayerAs employees get a higher minimum wage and broader overtime eligibility, their incomes will rise but so will the cost to their employers.
June 20, 2016
A Simple Software Decision-Making ProcessWhen adding new technology to your firm, follow these simple steps to move your decision from the emotional to the rational.
June 15, 2016
Fintech is ending money management as we know itNew tools make it possible for small firms to offer service that were out of reach just a few years ago.
June 15, 2016
Fintech is ending money management as we know itNew tools make it possible for small firms to offer service that were out of reach just a few years ago.
June 14, 2016
7 technology priorities for the individual annuities marketIndividual annuity insurers are aiming to increase efficiency and facilitate compliance with technology innovations, according to a Novarica study.
June 14, 2016
7 technology priorities for the individual annuities marketIndividual annuity insurers are aiming to increase efficiency and facilitate compliance with technology innovations, according to a Novarica study.
June 14, 2016
Here's how to connect with distracted clientsIn an era when smartphones, tablets and 24-7 connectivity are near-ubiquitous, getting and keeping the prospect's attention is becoming harder than ever.
June 14, 2016
BofA veteran opens fintech startupPaul Richards retired as co-head of EMEA corporate banking at BofA in 2014. His new fintech startup will serve wealthy clients.