Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Cadaret, Grant’s Norlyn Poto Offers Parting Advice to Advisors: The Weekend Interview
By Marlene Y. SatterNorlyn 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.
January 18, 2011
Survey: Mobile technology use among 50 and olderAn AARP survey found cell phones are the preferred handheld mobile technology among people 50 and older.
January 07, 2011
Facebook Appears on Track for IPO in 2012Social networking company forced to begin disclosing reams of financial information.
January 04, 2011
Morgan Stanley Taps Rosenthal as COOJim Rosenthal has been in charge of merging Morgan Stanley and Smith Barney's technology as part of the joint venture
January 01, 2011
Better Advising Through TechnologyWhen I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.
January 01, 2011
Is Your Technology Plan Ready For 2011?The start of a new year usually brings a new set of plans, ideas, goals and objectives to achieve in both your business and personal life.
December 30, 2010
Top Wealth Managers Are Poised to Jumpstart Growth in 2011Ready to capture the opportunities in 2011, Top Wealth Managers are putting strategic plans into action.
December 28, 2010
What’s Working (or Not)?Lately, I’ve been starting some branch office presentations by asking, “What’s not working for you?” Usually, the first item…