Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Mastering Advisor Technology
By Jane Wollman RusoffNow is the time for all good financial advisors to come to the aid of their practices. One of the smartest, easiest ways? Go high...
December 16, 2008
Samuel R. MitchellSamuel R. Mitchell has been promoted to vice president of operations and technology for Sentinel Financial Group. He will be responsible for aligning the firm's technology and strategic goals, and focusing on systems and projects that provide value
December 04, 2008
A state of disgraceDisgraced WorldCom chief Bernie Ebbers wants out of the clink, and is looking for a presidential pardon. Forget the merits of whether or not he...
December 02, 2008
More boomers need new kneesKnee-replacement surgery is being done on boomers more than ever before, NBC reports. NBC cites studies by the American Academy of Orthopedic Surgeons that from 1998...
November 16, 2008
Question For Hard Times: Will Online Selling Displace Agents?In these times of economic hardship, even the normally solid insurance industry is being hurt, and that includes the technology sector of our relatively placid ...
November 16, 2008
Question For Hard Times: Will Online Selling Displace Agents?In these times of economic hardship, even the normally solid insurance industry is being hurt, and that includes the technology sector of our relatively placid ...
November 10, 2008
Actuarial Firm Updates Forecasting SystemMilliman Inc. says it has come out with a version of the MG-ALFA software that can handle more sophisticated statistical modeling than the old version ...
November 01, 2008
Back to basicsIn an information and technology-hungry world, Rich Schuette is a throwback. While many of his peers try to wow clients and prospects with presentations loaded with information and high-tech features, Schuette, a certified financial planner with MJL