Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Jeff Frazee to join Aviva USA as Chief Information Officer
By Staff WriterAviva USA, Des Moines, Iowa, has announced that Jeff Frazee has joined the company as senior vice president and chief information officer (CIO) of the life and annuity business.
December 10, 2009
Boomers instill their own values in technologyTypical of boomers, they insist on applying their own values to technology, a recent report by AARP and Microsoft found. "Boomer ideals were forged in an...
November 18, 2009
Become a tech-savvy advisorThe senior market is rapidly becoming more familiar with the particulars of technology and a few questions must be addressed when building an online campaign.
November 17, 2009
Become a tech-savvy advisorThe senior market is rapidly becoming more familiar with the particulars of technology and a few questions must be addressed when building an online campaign.
November 01, 2009
The Sales JobWhile cruising the trade publications, I can't help but notice all the ads from broker-dealers. Each one attempts to put its own slant on what...
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