Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
ByAllAccounts Survey: Account Aggregation Important for Small Advisor Firms
By Marlene Y. SatterA ByAllAccounts survey of advisors conducted in June showed that financial account aggregation was used, daily in many cases, in small firms to populate their technology solutions.
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,...
May 27, 2010
Tech Bits: Benefitfocus, Blue FrogLifestyle Benefits Corp. has agreed to offer benefits administration technology services from Benefitfocus.com Inc. to its employer clients.
May 27, 2010
Tech Bits: Benefitfocus, Blue FrogLifestyle Benefits Corp. has agreed to offer benefits administration technology services from Benefitfocus.com Inc. to its employer clients.