Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Become a tech-savvy advisor
By Chelsey EmmelhainzThe senior market is rapidly becoming more familiar with the particulars of technology and a few questions must be addressed when building an online campaign.
October 01, 2009
5 Customer Loyalty Myths -- and the Reasons You Shouldn't Believe ThemThere are more than 280 million pages on the Internet dedicated to the topic of improving customer loyalty. Trust me -- I've read a healthy portion of them. And after 20 years in the business of helping companies win and retain customers,
October 01, 2009
Fidelity Cuts Costs on Technology, TradingFidelity Institutional announced September 10 a range of price cuts and time-bounded fee waivers for advisors who custody client assets at Fidelity. Acknowledging that the...
September 10, 2009
Fidelity Cuts Costs on Technology, Trading"Competitive response" includes waiving trade commissions for new accounts
September 01, 2009
The Leveling RecessionEconomists often derive ironclad "laws of economics" from very small samples of data observed over a very short time period. Remember the Phillips curve, which...
September 01, 2009
B/D Briefing: Ramping Up TechnologyAs the financial services landscape reshapes itself, the largest clearing firms have been working to enhance their offerings to broker/dealers on a number of fronts,...
August 12, 2009
Sue Ericksen Joins New York Life as Chief Technology OfficerNew York Life Insurance Company, New York, N.Y., has announced that Sue Ericksen has joined the company as Chief Technology Officer and Senior Vice President of the Corporate Information Department.
August 01, 2009
Technology by the NumbersEven in the challenging market and economic environment, independent advisory firms are looking for opportunities to position themselves for long-term growth by investing strategically in...