Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fidelity Cuts Costs on Technology, Trading
By James J. GreenFidelity 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 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...
August 01, 2009
Ask These QuestionsSelecting a technology vendor is a key decision in the buying process. Make sure you talk to a potential vendor's customers--ideally ones you've found on...
August 01, 2009
Group ThinkWhen it comes to implementing new technology, the best firms involve staff members early and often. Take West Des Moines, Iowa-based Foster Group's decision matrix, for...
August 01, 2009
New Day, New ToolsWith budgets tighter than ever these days, many firms have found it difficult to pursue new technology initiatives and make new purchases. As a result,...
July 01, 2009
Tech EvangelistOne of the most effective ways to get staff to use the technology that a firm already possesses to its full advantage is to appoint...