Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Moving Ahead
By Ed McCarthy, CFP, RICPThe United States continues to move toward energy independence with oil-and-natural gas industry exploration and production (E&P) companies playing an important role in that trend.
April 01, 2013
Producers and technology: test your tech-savvyCurious about how your use of technology at work compares to other producers? Take this quick 7-question quiz to find out.
March 28, 2013
Producers and technology: Overcoming adoption hurdlesMore producers are using iPads and electronic life insurance applications, but the new technologies are not without their challenges.
March 28, 2013
Producers and technology: Overcoming adoption hurdlesMore producers are using iPads and electronic life insurance applications, but the new technologies are not without their challenges.
March 28, 2013
5 Steps to Simplify Movement of Data at Your FirmData has become a strategic asset to advisory firms; those with the best data workflow will have the richest analytics, reporting and insights
March 28, 2013
Employers turn to tech for wellnessA survey of employers showed many are using new technologies in their wellness programs, including 62 percent that use gamification.
March 28, 2013
Employers turn to tech for wellnessA survey of employers showed many are using new technologies in their wellness programs, including 62 percent that use gamification.
March 27, 2013
IT blame: The innovation copoutTechnology doesnt create innovation. Insights, ideas and communication do.