Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
NYSE Euronext Beats Estimates, Reports Weakening Sales
By Janet LevauxTransaction and clearing fees for the stock exchange were down 14.5% to $726 million in the third quarter
November 01, 2010
Setting the PaceA raft of new projects--including its new technology 'ecosystem' approach--proves why Schwab remains the RIA leader.
October 28, 2010
Kerzner Calls for Focus on TechnologyLife insurers need to find ways to improve distribution or face the possibility of extinction, LIMRA President Robert Kerzner said today.
October 28, 2010
Kerzner Calls for Focus on TechnologyLife insurers need to find ways to improve distribution or face the possibility of extinction, LIMRA President Robert Kerzner said today.
October 27, 2010
Schwab Impact: CRM Partners Announced for Tech Platform; Paulson Reflects on CrisisAt the opening session of Schwab Impact 2010 in Boston, Jim McCool, the executive VP who oversees Schwab Institutional Services, and Bernie Clark, who heads Schwab's Advisor Services custodial platform for advisors, announced the first partners for Schwab Advisor Services.
October 20, 2010
Schwab’s New Approach to Technology"Think of it as an ecosystem where all the applications live together," says Neesha Hathi, describing Schwab Advisor Services' nascent Intelligent Integration approach to its...
October 16, 2010
Trust Co. Of America's Maiorano on Growth in the RIA Channel: The Weekend InterviewIf you want to discuss growth in the RIA channel, Frank Maiorano is a perfect fit. As new CEO of Trust Company of America, he's tasked with overseeing the custodian's phenomenal growth.
October 08, 2010
Schwab’s Neesha Hathi Explains Company’s New Approach to Advisor Technology: The Weekend Interview"Think of it as eco-system where all the applications live together," says Neesha Hathi, describing Schwab Advisor Services' nascent Intelligent Integration approach to its technology platform for RIAs.