Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How I Chose My RIA Custodian
By Mike PattonI picked TradePMR after running the numbers on trading costs and fees, and things got better when it started using First Clearing.
May 11, 2015
Are you a sales dinosaur?These days, outdated technology can really hold you back. Its time to dump your dinosaur-era tech and evolve.
May 07, 2015
3 ways to help elder home tech help usSenators hope new ways of doing things can keep Medicaid going.
May 04, 2015
How Well Does Your Firm Virtually Serve Your Clients?Take a moment and think about how many different ways you access information in the virtual world.
April 30, 2015
Israeli Startups’ Early Exits Yield Investment OpportunityCrowdfunding platform targets the U.S. RIA market in the capital-hungry startup nation.
April 27, 2015
Employers eager to put 2015 grads to workIt appears to be a very good year for those leaving the campus and entering the workforce.
April 23, 2015
Envestnet’s 2015 Advisor Summit Makes Clients the FocusCoach K, Duke Universitys legendary basketball coach, is one of many special guests at this years upcoming Envestnet Advisor Summit.
April 21, 2015
TD Ameritrade Misses on Q1 EarningsIn the coming months, the firm will decide whether to focus on growth through marketing and salespeople or technology, or both, CEO Tomczyk says.