Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
DC plan providers to unveil mobile initiatives for advisors
By Warren S. HerschOnly four of the 19 surveyed companies have mobile initiatives, but eight more plan to offer them soon.
March 18, 2013
LPL’s Latest Shot in Tech ‘Arms Race’: Naming Ex-IT Exec to BoardSeveral experts are wowed by former Xerox CEO Anne Mulcahys new role at LPL.
March 15, 2013
Advisors and Technology: A Love-Hate RelationshipExperts at TechLeaders 2013 share reasons why this trend mayor may notbe changing.
March 14, 2013
Advisors cite biggest tech challengesAdvisors cite lack of automation, integration as biggest tech challenges.
March 14, 2013
Advisors cite biggest tech challengesAdvisors cite lack of automation, integration as biggest tech challenges.
March 12, 2013
Morgan Stanley Nabs CNBC’s KaminskyMeanwhile, Merrill confirms that Raphael Zagury has left its structured products group.
March 11, 2013
RIAs Overwhelmingly Optimistic for 2013 GrowthForget the Dow. The greatest measure of growth might come from advisors themselves.
March 07, 2013
Raymond James Names Campagnoli Chief of ITThe veteran tech expert will now lead tech operations across the financial-services firm.