Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Choosing Software That Works for Your Advisory Firm-Part 1
By Spenser SegalThe first in a series of postings presenting best practices for choosing, then implementing, new technology for your advisory firm.
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.
February 04, 2011
Cadaret, Grant’s Norlyn Poto Offers Parting Advice to Advisors: The Weekend InterviewNorlyn Poto, SVP and marketing director at Cadaret, Grant & Co., who will be retiring in mid-March reflected on her years in the business and what she’d like to change.
February 01, 2011
The Future of AdviceWhat will next-generation financial advice look like? Bob Veres, who produces the well-regarded “Inside Information” newsletter, looks 20…