Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Raymond James Rolls Out Mobile App, New Websites for Clients
By Janet LevauxThe firm says it will launch more IT improvements for financial advisors and clients in the coming 12-18 months.
December 20, 2012
TD Ameritrade Adds CRM Offerings on Its Veo PlatformNow added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.
December 20, 2012
Seniors on technology: Is it useful?LifeHealthPro.com editors spoke with seniors to find out if their advisor is using new technology in communicating with them.
December 20, 2012
Seniors on technology: Is it useful?LifeHealthPro.com editors spoke with seniors to find out if their advisor is using new technology in communicating with them.
December 14, 2012
LPL Taps Ex-Dell CIO for Top Tech PostVictor Fetter will move from Austin to Charlotte, N.C., to head the independent broker-dealer's growing IT squad.
December 06, 2012
3 classic tech toolsiPad or Surface? Advisors weigh in on the tech tools that are essential to their success.
December 06, 2012
3 classic tech toolsiPad or Surface? Advisors weigh in on the tech tools that are essential to their success.
December 04, 2012
How 4-Step Process to Achieve Tech Integration Boosts RevenueWhen advisors had their systems fully integrated it could increase their revenue by up to 30%, and allow staff to spend 10% more time prospecting and adding new clients, the SEI white paper found.