Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation
By Spenser SegalSignificant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into their advisor workstations.
May 02, 2012
Eric Clarke: The 2012 IA 25 Extended ProfileIn our industry, technology has allowed advisors to go out on their own as independent investment advisors and still provide their clients the same level of service that the wirehouses have traditionally provided.
May 02, 2012
AALU: Michio Kaku, PhD, provides glimpse into futureFamed Futurist and Populizer of Science opens conference attendees eyes to extremely advanced technology on the horizon
April 30, 2012
Reputation death, Part 6: Got technophobia? Get over it.What does using old technology say about you to your prospects?
April 27, 2012
8 Ways to Make a Reverse Mentorship Work for You (SecondAct)Reverse mentor relationships can help keep older workers up to speed on latest trends and information.
April 26, 2012
TD Ameritrade Launches Customized Thinkpipes Options Platform for RIAsThinkpipes is an advanced, highly customizable trading platform for advisors."
April 24, 2012
Toys or Tools: The Mobile RevolutionTheres no doubt that advisors are quickly adopting mobile technology.
April 24, 2012
The Race for ROI: Now Is the Time to Invest in TechnologyFor many advisors, the question isnt necessarily how to spend money on software, hardware and systems.