Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Catching Up With ... Frank Maiorano
By John SullivanThis being our RIA issue, Frank Maiorano seems like a perfect fit.
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.
October 05, 2010
RIIA Meeting: NYSE Chair Marsh Carter Mulls Risk Management vs. Technology's PaceMarsh Carter, the Chairman of the New York Stock Exchange Group, delivered the keynote address of the annual meeting of the Retirement Income Industry Association on Tuesday.
October 02, 2010
Five strategies to help you focus on your businessStart refocusing today with these key strategies, excerpted from Ruthless Focus: How to Use Key Core Strategies to Grow Your Business by Wally Bock and Tom Hall.