Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Your Silver Bullet
By John SullivanAt a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.
September 27, 2011
Out with the oldIn 1942, Joseph Schumpeter used the phrase "creative destruction" to describe "a process of industrial mutation that incessantly revolutionizes the economic structure from within, incessantly destroying the old one, incessantly creating a new one."
September 27, 2011
Fidelity Adds Envestnet, Redtail, Others to WealthCentral PlatformFidelity Institutional Wealth Services announced upgrades Tuesday to its WealthCentral platform for RIAs. The company said it is adding six new software choices and 'creating deeper integrations with existing applications for its independent advisor clients.'
September 09, 2011
Brokering Benefits from TechnologyAcross the country, many in the healthcare marketplace -- from doctors and hospitals to employers and benefits consultants -- are trying to figure out where they fit into President Obama's brave new healthcare world.
September 09, 2011
The Technology Game of LifeThe very nature of life company products, balance sheet usage, the mathematic and reporting complexities and associated tax implications, clearly distinguish them from the mutual fund industry as providers of investment products.
September 08, 2011
Brokering Benefits from TechnologyAcross the country, many in the healthcare marketplace -- from doctors and hospitals to employers and benefits consultants -- are trying to figure out where they fit into President Obama's brave new healthcare world.
September 08, 2011
The Technology Game of LifeThe very nature of life company products, balance sheet usage, the mathematic and reporting complexities and associated tax implications, clearly distinguish them from the mutual fund industry as providers of investment products.
September 08, 2011
Fidelity Releases Technology Evaluator ToolFidelity Institutional Wealth Services announced Thursday it had released a new tool to help advisors evaluate and compare available technology solutions.