Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Your company needs a mobile strategy yesterday – and these numbers prove it
By Staff WriterIt's astonishing what some people would give up over their smartphone.
September 25, 2012
Obama administration warns hospitals on fraudKathleen Sebelius teams with Eric Holder to fight upcoding.
September 21, 2012
Takeaways From the Top 10 Technology Trends for Advisors and Their PartnersWhen thinking about tech trends and how to take advantage of them, make sure you tie technology to your business goals. Four questions to ask, and four conclusions we can draw.
September 18, 2012
LPL Team With $250M Jumps to FSC SecuritiesThe Advisor Group broker-dealer says it attracted the team of Burton and Whittingham thanks to its open culture and IT architecture.
September 16, 2012
4 Keys to Successful Technology IntegrationIts gone from being a competitive advantage to a business necessity.
September 13, 2012
Half of Advisors Now Use Tablet Devices: Schwab’s HathiAdvisors must focus in on three areas: the CRM, the cloud and mobility.
September 13, 2012
Top 10 Technology Trends for Advisors and Their Partners: Pt. 11, Big DataTo take advantage of Big Data, first know what you want to achieve, envision how your business would be different if you had the right information, and then decide on what data to track, how much of it to keep, and how it will be analyzed.
September 11, 2012
Pershing Democratizes Managed Accounts With NetX360 Tech UpgradePershing Managed Account Solutions' Steve Dunlap says Pershing's NetX360 technology platform has helped bring managed accounts to the mass market.