Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
8 tech trends that will change how carriers do business
By Melissa HillebrandCarriers appetites for more datafor better underwriting and risk selectionand desire to drive down costs are fueling a move toward becoming more customer and tech focused.
August 26, 2015
The Real-World Star Trek Would Be Far From UtopiaWhat we've learned from technology over the past 10 years or so is that it's rarely as user-friendly or reliable as we'd like.
August 20, 2015
Social hackathon at the LIMRA Social ConferenceHow can we solve the industry's most pressing problems? More creative brainstorming is a good first step.
August 18, 2015
LPL Grabs Wells Fargo Advisors’ Tech ChiefAnthony Perkins is tapped to be the IBD's head of technology product development.
August 03, 2015
Your 10-Minute Pre-Vacation ChecklistAdd these quick technology tasks to your pre-vacation checklist to make sure everything runs smoothly while youre away.
August 03, 2015
What's a robo-advisor?A survey from Jefferson National identifies some misconceptions the industry has about robo-advisors.
July 31, 2015
How will technology affect the role of insurance brokers?Technological advances bring a wealth of opportunity but also change.
July 31, 2015
1 in 10 Advisors Have Never Heard of Robos: SurveyA survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.