Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Worldwide IT Spending on Risk Functions to Top $74B by 2015
By Warren S. HerschIDC 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 01, 2011
Integration Key to Tech AdvantageTechnology is a pervasive part of any industry and one that is constantly changing.
October 24, 2011
LIMRA: "Technology is the Key to Growing Our Business"LIMRA president & CEO Bob Kerzner kicks off annual LIMRA meeting with a call for the life/health industry to embrace new technologies such as social media.
October 06, 2011
The Week in Pictures | 10/7/11A look back at the week that was, with protests over healthcare, pharmaceutical protests and liability, GOP disappointment, and the death of a modern visionary.
October 06, 2011
Steve Jobs and Advisors: His Legacy and Ongoing InfluenceMost advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.
October 05, 2011
Steve Jobs, The Cult of Apple and Creating Raving FansPart of the legacy of Apple's legendary founder is his simple-yet-sophisticated sales philosophy. In remembering Steve Jobs, learn to build a seamless, user-friendly brand that will keep your clients coming back for more.
October 05, 2011
Steve Jobs, The Cult of Apple and Creating Raving FansPart of the legacy of Apple's legendary founder is his simple-yet-sophisticated sales philosophy. In remembering Steve Jobs, learn to build a seamless, user-friendly brand that will keep your clients coming back for more.
October 01, 2011
How Scalable Is Your Firm’s Technology?Whenever we experience significant market volatilityspecifically to the downsidethe pressure on advisors to respond efficiently and effectively can increase dramatically.