Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Relax: You won't be replaced by a robot
By Peter CoyDon't think a robot could take your job? A study says as many as 45 percent of the tasks that Americans get paid to do could be automated.
November 09, 2015
How to Keep Robots From Taking Your Job: Clara ShihFor advisors, the Hearsay Social CEO says, the key to staying in business is to be less like a salesperson and more like a therapist.
November 09, 2015
A Boon of Independence: Choosing Your Technology—Cost and TimeWhen considering what technology tools you should have in your practice, start with the services you offer clients, then consider the cost and time factors.
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?