Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
United Planners on Its Tech: The Glue That Holds It All Together
By John SullivanOur master philosophy is enter once, use many, Sheila Cuffari-Agasi says when describing the technology employed at United Planners Financial Services.
November 11, 2013
Bernie Clark Warns: Next Gen Is Now This Gen. Better Keep UpHead of Schwab Advisor Services also rails against harmonization of RIA and BD regs.
November 10, 2013
Orion Advisor Services Releases New Prospecting AppThe Discover app is meant for mobile devices and can be embedded on any website.
November 08, 2013
Why In-Person Advisor Conferences Still Matter: Case in Point, Schwab ImpactThere are more ways than ever for advisors to learn from each other, and to support each other, but nothing beats an in-person gathering of the like-minded.
November 01, 2013
Fox Financial Planning Network Unveils ‘Intelligent’ Automation SoftwareNew middleware platform acts as "connector, translator and processor" to streamline advisor workflows.
October 28, 2013
Draft a Requirements List Before You Look for a New SolutionBefore you begin the evaluation process with any new technology solution, it is a good idea to make a list of your requirements that will address the current…
October 28, 2013
Are You Too Emotional About Technology?I hope your firm is very thoughtful in your process for making technology purchase decisions.
October 17, 2013
Pelosi: No reason to delay Obamacare if Healthcare.gov still isn’t working in DecemberDoes the GOP have what it wants and just not realize it?