Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Joel Bruckenstein and David Drucker, Tech’s Dynamic Duo: The 2014 IA 25
By Danielle AndrusFrom books to newsletters to conferences (and more conferences), Bruckenstein and Drucker have turned their expertise into an enterprise.
May 14, 2014
Dan Skiles, SSG’s Tech Guru: The 2014 IA 25 ProfileTechnology, yes, but in his new role at Shareholders Service Group Skiles offers insights into more than just the latest software.
May 14, 2014
Envestnet’s Karabell: Widely Used Economic Data Are OutdatedNumbers, like the GDP and inflation, actually mean little in a rapidly changing world, says Zachary Karabell at the Envestnet Advisor Summit.
May 05, 2014
Ric Edelman: Stay Cutting-Edge on Technology or FailAt IMCA, two views of how to grow a practice, from Ric Edelman and Paul Tramontano.
May 05, 2014
(Not) leaving your legacyMany companies aren't willing to give up on their legacy systems just yet. The risk lies in trading the known for the unknown.
May 02, 2014
‘Office of the Future’ Puts Advisor Technology on DisplayFidelity Institutional has opened an intriguingly named Office of the Future on its Smithfield, R.I., campus.
April 28, 2014
Don't Make Big Technology Changes While Transitioning Your FirmWhenever you make big technology changes, a long runway (overall timeline) is a critical component in achieving success.
April 28, 2014
The Right Tech HabitsA theme of this month's cover story (“Honing the Advisor's Tech Edge”) is the necessity of keeping up with the latest technology. The implicit…