Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
1 in 10 Advisors Have Never Heard of Robos: Survey
By Danielle AndrusA survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
July 30, 2015
Most Advisors See Little Effect From New Fiduciary Rules, Survey FindsBut, expert asks, do reps really understand what they will need to do to fully monitor and manage investment suitability?
July 28, 2015
Strategies to keep freebies from luring your clientsThis simple yet powerful technique will give advisors a competitive advantage over any technology platform.
July 28, 2015
3 Ways to Become a ‘Techno-Advisor’Clients are embracing tools like video conferencing, online scheduling and digital estate planning and so should advisors.
July 22, 2015
St. Jude to acquire implant maker Thoratec for $3.4 billionInsurers are getting tough on hospitals. Hospitals are bargaining hard with device makers.
July 15, 2015
9 more tech tools to increase productivityMaybe its time to ditch the scratch pad. These days, there are many helpful tools to help you get things done.
July 14, 2015
How a personalized marketing strategy can help you stand outBefore you sell products or tools, you have to sell yourself.
July 09, 2015
SS&C’s Advent Software Buy Is a Done Deal"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.