Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fidelity Launches iPhone and Android Mobile Trading App for RIAs
By Joyce HansonWealthCentral apps gives RIA users the ability to trade on mobile devices with high security, says Ed O'Brien, technology head at Fidelity's Institutional Wealth Services.
July 01, 2011
The Financial Advisor as Flight TrainerIn any professional services business, an important tool of our trade is our ability to communicate with, engage, educate and connect with those whom…
June 27, 2011
S&P’s Stovall Predicts Weak Q2 for Stock EarningsS&P chief investment strategist Sam Stovall predicts that second-quarter stock earnings will show a weak performance across all U.S. sectors.
June 20, 2011
Use of iPads, Other Tablets, Rises Among AdvisorsTablets are a runaway success among financial advisors, according to an SEI Quick Poll released Thursday.
June 15, 2011
Raymond James Taps Former UBS Exec, Morgan Stanley Consultant as Head of ITBella Loykhter Allaire will lead the firm's technology and operations divisions beginning on June 20
June 14, 2011
Advisors: change is coming -- you ready?A big part of my job is connecting with you, the advisors who read this magazine.
June 14, 2011
Advisors: change is coming -- you ready?A big part of my job is connecting with you, the advisors who read this magazine.
June 10, 2011
Pershing’s NetX360 Stronger Now Thanks to Its Users, Says Suresh KumarThe ‘crowd sourcing’ of 100,000 users translates to an ever-stronger, flexible technology program.