Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wealth Managers Look to Technology to Free Up Time for Clients
By Michael S. FischerWealth management firms will focus on leveraging technology to provide a better experience for clients and advisors over the next two to five years, according to a new survey released Monday by Ernst & Young.
April 02, 2013
Morgan Stanley Grabs 4 From Merrill, WellsThe new advisors come on board in the Midwest with about $3.7 million in yearly fees and commissions.
April 01, 2013
Energy Risk Equals Insurance OpportunityTheres a Chinese character that can be read as either risk or opportunity, and according to a report by global reinsurer Swiss Re, thats exactly what the future in energy production presents for the insurance industry.
April 01, 2013
A Defense Against Unwelcome Growth: 2012 Advisor Growth by DesignBouncing back from the Great Recession, advisory firms have returned to growth mode.
April 01, 2013
Moving AheadThe United States continues to move toward energy independence with oil-and-natural gas industry exploration and production (E&P) companies playing an important role in that trend.
April 01, 2013
Top Posts at Broker-Dealers See Big ChangesLPL, Morgan Stanley and Raymond James all announced big moves recently.
April 01, 2013
Spend Wisely on TechnologyLets get right to the bottom line: Technology costs money.
April 01, 2013
Producers and technology: test your tech-savvyCurious about how your use of technology at work compares to other producers? Take this quick 7-question quiz to find out.