Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Technology and the Middle Market: What Works?
By Chuck HirschThe middle market consistently says it wants advisors to use technology to reach them. But which ones? Mobile? Social? Three top producers weigh in.
November 21, 2011
Mobile Tech and Advisors, Part 1: Its Place in the BusinessFor advisors and their partners, a mobile strategy is much more than just another channel for apps
November 16, 2011
Buffett Makes Rare Investment in Tech Sector With IBMAlthough he normally shuns tech stocks, Warren Buffett, head of Berkshire Hathaway, veered from his usual policy and sank close to $11 billion into shares of IBM, picking up a stake of almost 5.5% that makes him potentially its biggest shareholder
November 07, 2011
Worldwide IT Spending on Risk Functions to Top $74B by 2015IDC Global Risk Research Director Michael Versace says the risk technology market is large and growing, despite macro-economic assumptions pointing to downward pressure on IT spending in financial services.
November 07, 2011
Worldwide IT Spending on Risk Functions to Top $74B by 2015IDC Global Risk Research Director Michael Versace says the risk technology market is large and growing, despite macro-economic assumptions pointing to downward pressure on IT spending in financial services.
November 02, 2011
Seniors, Technology and You: Making the ConnectionAddressing the needs of a category that now includes both my 94-year-old grandmother and some barely retired Baby Boomers is going to call for some new ideas. An email may not suffice.
November 02, 2011
Seniors, Technology and You: Making the ConnectionAddressing the needs of a category that now includes both my 94-year-old grandmother and some barely retired Baby Boomers is going to call for some new ideas. An email may not suffice.
November 01, 2011
Integration Key to Tech AdvantageTechnology is a pervasive part of any industry and one that is constantly changing.