Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Acquiring Minds
By Dan SkilesRecently there have been a number of mergers and acquisitions among technology companies that are focused on serving the needs of advisors.
July 13, 2011
Schwab Boosts Global-Investing Platform With Broadridge DealPartnership will allow Schwab to offer clients more foreign-equity and currency-markets access.
July 12, 2011
Fidelity Launches iPhone and Android Mobile Trading App for RIAsWealthCentral 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
Could a Mac Be in Your Firm’s Future?For a majority of advisors, personal computers and a Microsoft Windows-based environment is the technology backbone for their office. In fact, just several…
July 01, 2011
The Relationship ManagerWhen you think of growing your financial advisory business, there is what can seem to be an unending array of strategies and tactics.
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.