Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Going Indie? Choose Your Tech Tools Wisely
By Brad ShermanAs a newly independent advisor picking tech tools, I felt like a kid in a candy store. But its important to build slowly and prioritize.
November 05, 2015
What the Rise of the Robos Really Teaches UsLessons advisors can learn to avoid going the way of the neighborhood bookstore. To begin, it's not about the technology.
November 02, 2015
The Evolution of Advisor Technology1980 to 2015 from a technology perspective, advisors have gone from having essentially no technology choices to an extensive menu of solutions.
November 02, 2015
5 Sci-Fi Trends in Wealth ManagementThe rise of wearable computing devices is just one of the new technologies that is changing wealth management.
October 29, 2015
Worried the Tech Bubble Will Burst? Keep CalmThe current situation doesnt look much like the bubble of the late 1990s, but there might soon be a broad drop in funding for startups.
October 23, 2015
Great Scott! 6 areas where 'Back to the Future Part II' technology came trueRobert Zemeckis' 1989 film imagined a 2015 filled with then-innovative tech that's actually in use today. What did the movie get right and what are the insurance implications?
October 23, 2015
Great Scott! 6 areas where 'Back to the Future Part II' technology came trueRobert Zemeckis' 1989 film imagined a 2015 filled with then-innovative tech that's actually in use today. What did the movie get right and what are the insurance implications?
October 15, 2015
18 ways to shake up marketing & sharpen resultsDo your ideal clients know you're their ideal financial advisor? Consider these 18 tips count 'em on how to get your message across more effectively.