Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Moving Up
By Ed McCarthy, CFP, RICPDavid G. Ross, CFAStifel [email protected] hosted a conference call with Rob Martinez, CEO of Shipware, LLC, a parcel auditing and…
December 02, 2011
10 Simple Ways to Lose a Customer (and Cash)Want to keep your customers? Heres what not to do.
November 28, 2011
Technology and the Middle Market: What Works?The middle market consistently says it wants advisors to use technology to reach them. But which ones? Mobile? Social? Three top producers weigh in.
November 27, 2011
Technology and the Middle Market: What Works?The middle market consistently says it wants advisors to use technology to reach them. But which ones? Mobile? Social? Three top producers weigh in.
November 27, 2011
Mobile Tech and Advisors, Part 2: Building a Mobile PolicySteps to creating a mobile access policy to help build your business while protecting your clients and yourself.
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.