Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Raymond James IBD Kicks Off Big Texas Confab
By Janet LevauxUnlike many other firms that seem obsessed with the number of advisors affiliated with their firm, were much more focused on the quality of advisors, said RJFS President Scott Curtis.
April 16, 2013
Technology's distractions could be hindering planningMore than six in 10 survey respondents say they feel too busy to think about long-term goals.
April 16, 2013
Wealth Managers Look to Technology to Free Up Time for ClientsWealth management firms will focus on leveraging technology to provide a better experience for clients and advisors over the next two to five years, according to a new survey released Monday by Ernst & Young.
April 12, 2013
How Automation and Scalability Can Keep You CompliantFor an RIA firm to survive an audit in the age of transparency, it must gather and process data differently. Here are three tips to do so.
April 03, 2013
Why I Think Ric Edelman Is Ahead of the Curve, AgainTechnology will change advice giving in the very near future, especially among younger people. Rics ready. Are you?
April 02, 2013
Morgan Stanley Grabs 4 From Merrill, WellsThe new advisors come on board in the Midwest with about $3.7 million in yearly fees and commissions.
April 01, 2013
Energy Risk Equals Insurance OpportunityTheres a Chinese character that can be read as either risk or opportunity, and according to a report by global reinsurer Swiss Re, thats exactly what the future in energy production presents for the insurance industry.
April 01, 2013
A Defense Against Unwelcome Growth: 2012 Advisor Growth by DesignBouncing back from the Great Recession, advisory firms have returned to growth mode.