Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tech, Where Hast Thou Gone?
By Ron DeLeggeNo other industry sector has more innovation per square foot than technology.
December 20, 2012
Seniors on technology: Is it useful?LifeHealthPro.com editors spoke with seniors to find out if their advisor is using new technology in communicating with them.
December 14, 2012
LPL Taps Ex-Dell CIO for Top Tech PostVictor Fetter will move from Austin to Charlotte, N.C., to head the independent broker-dealer's growing IT squad.
December 06, 2012
3 classic tech toolsiPad or Surface? Advisors weigh in on the tech tools that are essential to their success.
December 06, 2012
3 classic tech toolsiPad or Surface? Advisors weigh in on the tech tools that are essential to their success.
December 04, 2012
How 4-Step Process to Achieve Tech Integration Boosts RevenueWhen advisors had their systems fully integrated it could increase their revenue by up to 30%, and allow staff to spend 10% more time prospecting and adding new clients, the SEI white paper found.
December 03, 2012
World’s Rising Wealthy Lead Information Age: Futurewealth ReportWealthy people around the world have high levels of engagement with the Internets future possibilities, with important implications for the wealth management industry, according to a new study.
December 03, 2012
Technology Integration Top Advisor Concern: ScottradeIts about controlling what you can, and preparing for what you cant, says Brian Davis, director of Scottrade Advisor Services.