Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Real Key to Harnessing Technology
By Jane Wollman RusoffFinancial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate itthen reap the rewards.
April 28, 2014
XY Planning Network Adds Tech PartnersMichael Kitces' XY Planning Network announced Monday its list of core technology partners that will be available to platform users.
April 15, 2014
‘Mobile-First’ Millennials Need More EducationMillennials are the mobile-first generation, meaning financial services professionals who want to reach them will have to make mobile support a priority, says Corporate Insight.
April 15, 2014
Fitness trackers deliver results, raise doubtsWearable devices that track your activity levels are increasingly turning up in corporate wellness programs, but are they simply a fad?
April 15, 2014
Fitness trackers deliver results, raise doubtsWearable devices that track your activity levels are increasingly turning up in corporate wellness programs, but are they simply a fad?
April 09, 2014
Fed Minutes Ease Concern on Rate Rise, Lifting StocksSeveral Fed policy makers said a rise in their median projection for the main interest rate exaggerated the likely speed of tightening.
March 13, 2014
Want Sustainable Advisory Firm Growth? Automation Is KeyA paper by SEI Advisor Network and ActiFi challenges advisors to integrate technology and automation more efficiently for a more successful practice.
February 24, 2014
Does that plan cover 3-D printer skin toner?Doctors may soon be duplicating human organs at an in-network hospital near you.