Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisor Group Indie BD Network to Roll Out Salesforce.com CRM
By Joyce HansonThe Advisor Group technology launch brings Salesforce Sales Cloud, Service Cloud and Chatter to nearly 5,000 advisors from FSC, Royal Alliance and SagePoint.
January 18, 2012
FSI Reports Record Attendees for Annual OneVoice ConferenceMore than 600 registrants and 65 exhibitors already for Jan. 23-25 conference for independent broker-dealer advocacy group.
January 12, 2012
World Economic Forum Warns of Income DisparityThe World Economic Forum released a report Wednesday that warns of a threat to economies all over the world from anger over increasing inequality. It also said that, for the first time in generations, people are no longer optimistic that their children will experience a better standard of living.
December 28, 2011
Five Tech Steps to Start 2012 RightMoving from one year to the next provides a natural opportunity to evaluate and plan.
December 26, 2011
Moving UpDavid G. Ross, CFAStifel [email protected] hosted a conference call with Rob Martinez, CEO of Shipware, LLC, a parcel auditing and…
December 23, 2011
Convicted Con Man Accuses Toronto-Dominion Bank of Aiding CrimesConvicted swindler Scott Rothstein, who was given a 50-year sentence for his role in devising and running a $1.2 billion Ponzi scheme, testified in a sworn deposition that employees of Toronto-Dominion Bank assisted him in the scheme, noting that they played a 'critical' role.
December 08, 2011
The Outsourcing Boom: Technology and BeyondWhy, how and where RIAs are discovering the benefits of third-party outsourcing.
December 02, 2011
10 Simple Ways to Lose a Customer (and Cash)Want to keep your customers? Heres what not to do.