Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
4 secrets to being exceptionally productive
By Dan WaldschmidtBeing productive isnt necessarily about doing more work in the day. But what does "working smart" really mean?
January 22, 2016
Advisors Overweight Technology, Financials Amid Earnings Concerns: SSGAHere's where advisors are putting money as concern grows over volatility and geopolitics, according to State Street.
January 21, 2016
Tech Tools to Help You Better Know, and Serve, Your ClientsWith image recognition tech tools, some available now for free, advisors can truly know their clients far beyond the superficiality of risk questionnaires.
January 15, 2016
Top 10 Wealth Management Trends for 2016New regulations and digital service models will keep wealth managers busy, Aite Group says.
January 07, 2016
Venture Capital Deal Value Hit Record $136 Billion in 2015The average deal size rose to $18 million in 2015 from $12 million in 2014, Preqin reported.
December 30, 2015
Economic Recovery Is Partly 'Illusion,' Says Brookings EconomistHousehold incomes are being limited by weakness in GDP and productivity gains, argues Brookings' Barry Bosworth.
December 29, 2015
If 2015 was the year of the robos, what’s next in advisor technology?If you missed the robo-advice trend, learn what's coming next to advisor tech.
December 29, 2015
Good Technology Wasn't So Good for EmployeesWhy we should feel worse for Good Technology's employee-shareholders than for the average public-company employee-shareholder whose stock goes down.