Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Celent: IT Budgets Still Rising
By Staff WriterTypical U.S. insurers may increase spending on information technology about 3% this year, in spite of the recession.
January 16, 2009
Research Contributing Editor David Drucker, CFP, is an expert on technologyResearch Contributing Editor David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry.
January 01, 2009
Mastering Advisor TechnologyNow 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 30, 2008
Robert CasaleRobert Casale has been appointed chief information officer of MassMutual Financial Group. He will be responsible for overseeing information technology, including MassMutual's Enterprise Technology Organization, which is accountable for
December 18, 2008
Technology: Protect your clients and your practiceYou may have invested in the latest, state-of-the-art technology to help run your practice efficiently, but if you aren't paying attention to how secure your...
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...