Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Keith Raymond joins Futurity First as vice president of information technology
By Staff WriterFuturity First Insurance Group, Rock Hill, Conn., has announced the appointment of Keith Raymond as Vice President, Information Technology.
July 01, 2010
The Technology Coach: It's Mid-Summer Technology Review TimeAh, summer! For all of us, now is the time to take a step back and enjoy a well-deserved break. For advisors, however, the slightly-less...
June 15, 2010
Communicating comfortably: How to talk to referralsIf prospects don't feel comfortable with us, and don't think we're sincere, they won't care what impressive facts and technology we use to wow them.
June 14, 2010
For Pershing's Kumar, Mobile Apps Are the Future Now for AdvisorsWhen Pershing's chief information officer, Suresh Kumar, talks about Pershing LLC's NetX360 platform that just celebrated its one-year anniversary, he's understandably excited about the 70% adoption rate of NetX360.
June 14, 2010
On the Markets, You Gotta' Have PerspectiveAs Gilda Radner once said, "It's always something." As an independent RIA, I must concur, especially with the choppy markets of the past decade. Since...
June 10, 2010
Seniors and science: Better health through technologyThe newly signed Patient Protection and Affordable Health Care Act calls for new information technologies to be used to better administer care to the sick and elderly.
June 09, 2010
Seniors and science: Better health through technologyThe newly signed Patient Protection and Affordable Health Care Act calls for new information technologies to be used to better administer care to the sick and elderly.
June 01, 2010
The Technology Coach: Time to Upgrade Your PC's OS?It has been a long time coming, but Windows 7 is starting to erase the problems that Microsoft experienced with Windows Vista. For most advisors,...