Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Averitt Retires as CEO at RJFS Conference
By Janet LevauxDick Averitt retired as CEO of Raymond James independent-advisor channel in late May.
June 20, 2012
You Are the Ultimate Sales TechnologyYour success isnt determined by the number of devices that connect you to the outside world.
June 19, 2012
As Morgan Stanley Loses Another Team, Is It ‘Under Siege?’Troubles, including a downgrade by Moody's, continue for Morgan Stanley.
June 08, 2012
Pershing Co-CIO Announces 3 Big Technology InitiativesLucille Mayer steps into Suresh Kumars shoes and touts NetX360 for end clients, next-gen managed accounts and complete business solutions.
June 04, 2012
Facebook’s Fiasco & Tech OutperformanceThere are several fundamental factors that differentiate the social network and its troubles from the general high-tech field.
May 30, 2012
Top 10 Technology Trends for Advisors and Their Partners: Pt. 5, IntegrationTechnology integration involves more than just an integrated workstation: making all software products, not just those directly related to financial services, seamlessly work together is becoming a reality.
May 23, 2012
Advisors Deliver Two-Thirds of Raymond James Revenue, Says CEO ReillyBidding to be the premier alternative to Wall Street, Raymond James focuses on service and technology and is seeing particular recruiting success in its employee BD unit.
May 22, 2012
Is Your Technology Up to Date or Out of Touch?From a technology perspective, it truly is a great time to be an advisor.