Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Northwestern Mutual wins Enterprise Architecture Award
By Michael K. StanleyNorthwestern Mutual Life Insurance Company won the 2012 Infoworld Enterprise Architecture Award for the synergy between their overall business and technology strategies and the millions of dollars in business benefits that has yielded.
September 25, 2012
Why Are You Waiting to Upgrade?If I were to keep track of every conversation I have with advisors, a majority of the topics would revolve around why they are waiting to do something with their technology.
September 25, 2012
Where There’s a Wall, There’s a WayMany topics can create excited and hopeful conversations among financial advisors. Process improvement is not one of them.
September 25, 2012
Obama administration warns hospitals on fraudKathleen Sebelius teams with Eric Holder to fight upcoding.
September 21, 2012
Takeaways From the Top 10 Technology Trends for Advisors and Their PartnersWhen thinking about tech trends and how to take advantage of them, make sure you tie technology to your business goals. Four questions to ask, and four conclusions we can draw.
September 18, 2012
LPL Team With $250M Jumps to FSC SecuritiesThe Advisor Group broker-dealer says it attracted the team of Burton and Whittingham thanks to its open culture and IT architecture.
September 16, 2012
4 Keys to Successful Technology IntegrationIts gone from being a competitive advantage to a business necessity.
September 13, 2012
Half of Advisors Now Use Tablet Devices: Schwab’s HathiAdvisors must focus in on three areas: the CRM, the cloud and mobility.