Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Don’t Be a Robot
By Raphael LapinImagine if financial advisor services were relegated entirely to technology, and the role of financial advice was replaced by keyboard strokes. Imagine…
March 15, 2011
Nuclear Plant Crisis Drives Price Spikes in High Tech, Energy IndustryAs if the earthquake and tsunami that hit Japan on Friday weren’t enough, its present nuclear problems and resultant lack of energy panicked financial markets and sent companies all over the world scrambling to find alternate sources of supply for everything from auto manufacturing to shipbuilding to high-tech components.
March 01, 2011
Learn From Your Power UsersAs you consider developing or refining your strategy for providing clients online access to their accounts, remember to include the comments of “power users” in the process.
March 01, 2011
Service: Evan LaHuta, Chris ChildIf one of the four defining characteristics of Pershing Advisor Solutions is service, what’s the PAS philosophy on customer service for advisors?
February 28, 2011
Congress Takes Up Major Change in Patent LawThe Senate is taking up the Patent Reform Act, which would significantly overhaul a 1952 law and, supporters say, bring the patent system in line with 21st century technology.
February 17, 2011
Fidelity Launches iPhone App for WealthCentral PlatformFidelity Investments announced Thursday that it has developed an iPhone app for advisors who use Fidelity's WealthCentral platform.
February 10, 2011
2010 Q4 Earnings: Penson Posts Smaller-Than-Expected LossPenson Worldwide Inc. released fourth-quarter 2010 earnings Thursday, revealing a net loss of $3.2 million, or $0.11 per share.
February 04, 2011
TD Ameritrade Conference: ActiFi CEO Segal on Selecting the Best Advisor SoftwareA five-step, easy to follow process offered at TD's midday session.