Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
On the Markets, You Gotta' Have Perspective
By Mike PattonAs 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 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.
May 26, 2010
Phoning it inApple's iPhone was disruptive technology and a game changer. Google, hungry for new markets, released its own operating system, known as Android, and has begun taking market share from Apple.
May 26, 2010
Phoning it inApple's iPhone was disruptive technology and a game changer. Google, hungry for new markets, released its own operating system, known as Android, and has begun taking market share from Apple.
May 26, 2010
Co-browsing technology allows advisors to provide better serviceToday, many life and health insurance companies are asking their prospective and current policyholders to not only fill out applications online, but to complete service, claims and other forms.
May 25, 2010
Benefits Consortium ExpandsAIS Benefit Concepts L.L.C. has joined the Benefit Advisors Network.