Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Nestle to develop Alzheimer’s test in Swiss research alliance
By Thomas MulierA country known for hot chocolate wants to treat chronic disease through nutrition.
September 18, 2015
On the horizon: tech gains that enable cradle-to-grave planningTechnology will further empower advisors who have strong, relationship-based businesses, says Rao.
September 17, 2015
LPL Taps Ex-FINRA Regulator for Deputy Counsel PostThe independent broker-dealer also says it has set up a Regulatory Counseling group firmwide.
September 17, 2015
Must you choose between high touch and high tech?Customer service, speed and price: customers today expect, and even demand, all three.
September 17, 2015
Must you choose between high touch and high tech?Customer service, speed and price: customers today expect, and even demand, all three.
September 16, 2015
Millennials highly optimistic about insurance industry, plan to stay as long as possibleVertafore survey details what the younger generation values in the insurance industry, the jobs they fill, and how they compare to baby boomers.
September 16, 2015
Millennials highly optimistic about insurance industry, plan to stay as long as possibleVertafore survey details what the younger generation values in the insurance industry, the jobs they fill, and how they compare to baby boomers.
September 04, 2015
7 things fiduciaries shouldn't say in courtFiduciaries and sponsors might want to note these incriminating statements in a notorious 401(k) court case examples of what not to say when under oath.