Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
As Morgan Stanley Loses Another Team, Is It ‘Under Siege?’
By Janet LevauxTroubles, including a downgrade by Moody's, continue for Morgan Stanley.
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.
May 22, 2012
Raymond James Execs Aim to Reassure Advisors About MergerAt the Raymond James independent-advisor confab, Scott Curtis and other executives told prospective new affiliated reps to expect transition and other services to remain steady.
May 21, 2012
Raymond James Rolls Out New Advisor Software at ConfabAt the Raymond James conference, Scott Curtis took the helm as leader of RJ's independent-contractor channel while other executives unveiled the company's new desktop system.
May 16, 2012
Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated WorkstationSignificant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into their advisor workstations.
May 11, 2012
Top 10 Technology Trends for Advisors and Their Partners, Pt. 3: MobilityWithin five years, every advisor and institution will need to have a credible mobile offering or risk becoming irrelevant.