Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
LPL Taps Ex-Dell CIO for Top Tech Post
By Janet LevauxVictor Fetter will move from Austin to Charlotte, N.C., to head the independent broker-dealer's growing IT squad.
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.
December 03, 2012
World’s Rising Wealthy Lead Information Age: Futurewealth ReportWealthy people around the world have high levels of engagement with the Internets future possibilities, with important implications for the wealth management industry, according to a new study.
December 03, 2012
Technology Integration Top Advisor Concern: ScottradeIts about controlling what you can, and preparing for what you cant, says Brian Davis, director of Scottrade Advisor Services.
November 29, 2012
New Hire Roundup: McCarthy Elected IPA Board ChairmanThis week in new hires, Frank McCarthy was elected chairman and five new members were added to the board of directors at IPA; the DiCiaccio and LaMothe-Gonzalez Groups joined Snowden Capital Advisors; more.
November 14, 2012
Clark at Schwab Impact: RIAs’ Competitors ‘Want What You Have’On day one of Schwab Impact, the head of Schwabs RIA custody unit ticks off new initiatives on succession planning, Washington advocacy, referrals.
November 14, 2012
Morningstar Maintains Focus on Integrating Research and Technology: Schwab ImpactFor Chicago-based research firm Morningstar, efficient and effective are more than simply corporate-speak.
November 05, 2012
Money talking: The economic legacy of SandyIn the aftermath of Hurricane Sandy, will New York remain the financial capital of the world? And how much will the storm impact the national economy and the national election?