Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Keep Your Firm Running Smoothly During Employee Vacations
By David MehlhornClearly defined processes don't care who performs them.
August 06, 2018
Merrill Advisors Drop Reuters for FactSet Market DataThe nearly 15,000 advisors, who have average yearly fees & commissions of about $1 million, will make the switch in the fourth quarter.
August 02, 2018
SEC's New Crypto Czar Wants Coin Industry to Step Out of ShadowsValerie Szczepanick tries to get firms to talk to regulators; a key challenge is Bitcoin enthusiasts' distrust of government.
July 30, 2018
What's in Your Technology Report Card?Advisors are in the business of measurement, so they also should ask users to grade how well firm technology systems perform.
July 30, 2018
Advisor to Pro Athletes Shares the Secret to His SuccessEszylfie Taylor tells ThinkAdvisor about working with celebrity clients, developing an app and "prospecting up."
July 30, 2018
10 Issues to Resolve So You Can Succeed at Seminar MarketingThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
July 30, 2018
Let's Separate the Noise From the NewsHere are three hot topics that won't really matter this year — and two that could derail the bull market.