Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New technology to aid seniors' health
By staff WriterMicrosoft and the City of New York are launching a new program that brings computer technology and the power of the Internet to seniors.
March 23, 2010
Ten trends in wealth managementAsset growth strategies and increased communication are among trends identfied by tech-provider SunGuard.
March 22, 2010
SunGard identifies 10 wealth management trendsAsset growth strategies will continue to be one of the main goals for firms in 2010 as they struggle to reduce costs by improving advisors'...
March 17, 2010
Three tips to connect with seniors onlineIt's the relationship between clients and technology that advisors will need to foster for effective marketing.
March 17, 2010
Three tips to connect with seniors onlineIt's the relationship between clients and technology that advisors will need to foster for effective marketing.
March 01, 2010
2010 advisor survey (expanded content)Of the more than 500 people who took part in this year's first Advisor Survey, many had pertinent (and sometimes frank) comments to add to their evaluation of the state of the industry.
March 01, 2010
2010 advisor survey (expanded content)Of the more than 500 people who took part in this year's first Advisor Survey, many had pertinent (and sometimes frank) comments to add to their evaluation of the state of the industry.