Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
ACORD LOMA Event Kicks Off
By Staff WriterTechnology vendors have gathered in San Diego this week to convince insurers that, whatever the future might hold, better information systems could help.
May 18, 2011
Choosing Software That Works for Your Advisory Firm—Part 6: Ensuring New Technology Meets Your Business GoalsHow to make sure that your new technology solution is actually delivering the business results you want it to.
May 12, 2011
MMI Conference: LPL’s Casady on Importance of Technology to Advisor SuccessAfter congratulating the SMA industry on reaching the milestone of attracting $2 trillion in assets, Casady spoke on the topics of cost, product choice and practice efficiency and noted the importance of technology in addressing each.
May 10, 2011
Choosing Software That Works for Your Advisory Firm—Part 5: How to Implement New TechnologyWhen implementing technology for your firm, remember: the activities that are monitored and rewarded are usually the activities that get done
May 02, 2011
Advisors: Create an event evaluation form, part 1To evaluate the success of your marketing events, ask your attendees to fill out an evaluation form at the end of the event. This will help you make tweaks to improve future events as well as collect valuable contact information from attendees.
April 07, 2011
SunGard Acquires Stratix ConsultingSunGard, a software and technology service company based in Wayne, PA., acquired Toronto-based Sratix Consulting.
April 01, 2011
How Good Is Your Phone System?Phone systems have not historically been the most exciting technology available to advisors.
April 01, 2011
RIA Operations: Structure Capacity to Meet DemandIn February 2011, Borders Group, the second-largest bookstore chain in the United States, filed for bankruptcy.