Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Great Scott! 6 areas where 'Back to the Future Part II' technology came true
By Melissa HillebrandRobert 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 14, 2015
Don’t Use the ‘F-Word’ With 401(k) InvestorsInvestors in 401(k)s want advisors who act in their best interest, but the fiduciary concept may be lost on them, Financial Engines says.
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 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?