Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tocqueville SMID-Cap Fund Takes Volatility in Stride, Beats Its Competitors
By Bernice NapachThe Tocqueville Opportunity Fund is one of a select group of actively managed funds that has been consistently beating the market over time.
April 15, 2015
Efficient Technologies Inc. Takes Advisors to the Next LevelRichard Walker successfully solved a mundane yet major problem for advisors like himself: forms, forms and more forms.
April 13, 2015
The ultimate sales appTechnology helps us do a myriad of things more easily. But when it comes to sales, the killer app is you.
April 10, 2015
Survey: Top IT expense at insurers is internal staffInsurers spend on average 20 percent of their IT budgets on maintenance fees for IT solutions they own.
April 10, 2015
10 of the hardest working cities in AmericaHow many hours do Americans work in a day? The easy answer is: More than Europeans.
April 02, 2015
The Password Is DeadNo company or consumer is safe from cyberattacks, and financial services firms represent a huge opportunity for hackers.
April 02, 2015
In a Tech Merger, Don't PanicThe first quarter of 2015 was busy for technology companies that serve advisors, as many were acquired or sold a significant portion of their company.