Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Congress Takes Up Major Change in Patent Law
By JIM ABRAMSThe 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 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…
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 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