Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Raymond James Taps Former UBS Exec, Morgan Stanley Consultant as Head of IT
By Janet LevauxBella Loykhter Allaire will lead the firm's technology and operations divisions beginning on June 20
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.
June 08, 2011
Uldrich to keynote LOMA conferenceJack Uldrich, author of the best-selling "The Next Big Thing is Really Small: How Nanotechnology Will Change the Future of Your Business," will present the keynote speech at the LOMA Emerging Technology Conference, Oct. 6-7, in Fort Lauderdale, Fla.
June 08, 2011
Uldrich to keynote LOMA conferenceJack Uldrich, author of the best-selling "The Next Big Thing is Really Small: How Nanotechnology Will Change the Future of Your Business," will present the keynote speech at the LOMA Emerging Technology Conference, Oct. 6-7, in Fort Lauderdale, Fla.
June 01, 2011
Ten Easy—And Cheap—Tech Tips to Improve EfficiencyThe following 10 tech tips include best practices as well as ways to just help your computer operate a little better.
May 24, 2011
For Young Advisors, Better Advisor Technology Equals More JobsFar from cutting jobs, better tech in advisory firms creates more opportunities for younger advisors, my experience shows
May 23, 2011
ACORD LOMA Event Kicks OffTechnology vendors have gathered in San Diego this week to convince insurers that, whatever the future might hold, better information systems could help.
May 23, 2011
ACORD LOMA Event Kicks OffTechnology vendors have gathered in San Diego this week to convince insurers that, whatever the future might hold, better information systems could help.