Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors’ Real Weapon Against Robos Isn’t Tech
By Danielle AndrusService and scale are key areas where advisors can use technology to improve their business, according to Mitch Caplan of Jefferson National.
October 13, 2015
Researchers: Many of the 'oldest old' are onlineSeventy-three percent said they at least occasionally use computers or mobile technology devices.
October 12, 2015
Advisor Tech Adoption: When the Boss Is the RoadblockAt Junxure Advisor Conference, the technology recalcitrance of firm principals kept being raised by panelists and attendees, along with strategies to get them on board.
October 01, 2015
AARP starts $40 million venture fund for technology for seniorsOne area of interest could be telehealth services.
October 01, 2015
AARP starts $40 million venture fund for technology for seniorsOne area of interest could be telehealth services.
September 28, 2015
Volatility and Technology: How to Streamline Client CommunicationsVolatility puts a lot of pressure on advisors because everyone is asking: What does it mean? Will it continue? Should I sell everything?
September 23, 2015
How Would You Compete Against Your Own Firm? 5 Questions to AskIf you were trying to attract clients away your firm, what would you say? Your competition, including digital advisors, is already doing so.
September 23, 2015
Nestle to develop Alzheimer’s test in Swiss research allianceA country known for hot chocolate wants to treat chronic disease through nutrition.