Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Malicious Software That Won't Go Away
By Staff WriterWhile the cost of being the victim of malicious software, or malware, such as the many variants of Storm, is significant, it doesn't end with...
May 28, 2008
Boomers at 7074%: Percentage of boomers who won't consider themselves old at 70. 76%: Percentage of boomers who expect to use technology to stay connected with...
May 28, 2008
Use technology to support serviceTo distance yourself from your competitors you need to develop technological strategies that allow you to provide the same quality of service to each of...
May 01, 2008
Building Healthy Online RelationshipsMany years ago, Worth magazine sent me to the Professional Publishing course at Stanford University. It offered seminars by many leading luminaries in the magazine...
May 01, 2008
The State of Advisor TechnologyJust as the baby boomers represented a bulge in the 20th century's birthrate trend, the early '80s saw a bulge in the number of career...
April 24, 2008
Insurer Chooses Technology Support FirmULLICO Inc. is using Velocity Technology Solutions Inc. to help it set up and run financial management software.ULLICO, New York, the parent of Union Labor ...
April 20, 2008
Are U.S. Tech Pros Second-Rate?As many of you know, I have taken no little space in these columns talking about the need to educate and train American computer and ...
April 17, 2008
Sweeping changes to come for ?NAIFA in the 21st Century'The National Association of Insurance and Financial Advisors, based in Falls Church, Va., is implementing dramatic changes to meet the needs of its members. Called "NAIFA in the 21st Century," the plan addresses the need for NAIFA to create