Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Technology: Protect your clients and your practice
By Danielle AndrusYou 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 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
November 01, 2008
About the Planner: Dennis K. O'BrienDennis K. O'Brien President & founder Coastal Financial Advisors 503 Casino Drive Farmingdale, New Jersey 07727 Phone: 732-683-2330 Web site: www.coastalfa.com Year firm established: 1999 Advisors in firm: 1 Number of clients: 25 Compensation: fee-only Client...
October 31, 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