Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Three tips to connect with seniors online
By Chelsey EmmelhainzIt'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
Getting More Efficient Through Paperless and AggregationLast week I attended my second TradePMR conference. This year's conference was in Orlando and was important on a number of fronts. Let me begin...
March 01, 2010
Land of Milk and MoneyIn their recent book, Start-Up Nation, Dan Senor and Saul Singer argue that one of the main reasons Israel has had such success in starting...
February 18, 2010
IU President McRobbie elected to OneAmerica boardThe board of directors for Indianapolis-based OneAmerica(R) Financial Partners, Inc. has elected Indiana University President Michael A. McRobbie, PhD, as its newest member.
February 16, 2010
IASA To Award ScholarshipsThe Insurance Accounting & Systems Association Inc. will give out 3 $2,000 scholarships this spring to college students with an interest in insurance technology.
February 01, 2010
The Affluentialist: Trends in Client CommunicationNothing will completely replace the benefits of face-to-face client meetings, but the pressure for greater efficiency and convenience is propelling advisors to try new means...
January 27, 2010
Companies License Customer Support TechRonald A. Katz Technology Licensing L.P. says 3 insurers have agreed to license use of call center technologies that the firm controls.