Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
NAVA Panel Sees So Many VAs, So Much Confusion
By Linda KocoNAVA Panel Sees So Many VAs, So Much ConfusionByRancho Mirage, Calif. Variable product sellers should strive to keep their marketing messages and products simple, said ...
February 25, 2002
Group Benefits Promotes SimmondsNU Online News Service, Feb. 25, 12:15 p.m. -- Group Benefit Services Inc., Hunt Valley, Md., a large third-party benefits administrator, has promoted John ...
February 10, 2002
'Customer-Centric' Software Unveiled At Comdex'Customer-Centric' Software Unveiled At ComdexLas Vegas While security products stole much of the spotlight at the recent Comdex technology exposition held here in November, at ...
February 03, 2002
Siebel Unveils New CRM Software SuiteSiebel Systems, Inc. has announced the release of Siebel 7, the seventh version of its CRM solution for financial services.According to San Mateo, Calif.-based Siebel, ...
January 31, 2002
NAILBA To Operate On OwnNU Online News Service, Jan. 31, 1:53 p.m. -- The National Association of Independent Life Brokerage Agencies, McLean, Va., says it will become a ...
January 27, 2002
Middleware Can Bridge Gaps In CRMByTheres mounting interest in buying and deploying customer relationship management software packages as a way to better service internal and external customers. But many ...
January 22, 2002
Ebix Offering Web-Based Agency Management SystemNU Online News Service, Jan. 22, 4:03 p.m. -- Ebix.com Inc., Atlanta, has introduced ebixASP.com, an insurance agency administration system that runs on the ...
January 21, 2002
Rehab Network Signs ClientNU Online News Service, Jan. 21, 3:37 p.m. -- PTPN Inc., Calabasas, Calif., has signed a contract to provide outpatient physical, occupational, speech and ...