Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Sweeping changes to come for ?NAIFA in the 21st Century'
By staff WriterThe 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
April 01, 2008
Talking TechnologyTechnology stocks were a good holding in 2007. Tech stocks in the S&P 500 index put up an average gain of 15.5% last year, versus...
April 01, 2008
LPL Financial Taps Feeney as CIOLPL Financial has named Chris Feeney as chief information officer. He reports to Esther Stearns, president and COO, and is responsible for overseeing the firm's...
March 30, 2008
Technology Enhances Voluntary EnrollmentGone are the days of enrollment brochures and paper voluntary benefit application forms. Today's employers are dealing with an evolving enrollment environment that demands total ...
March 27, 2008
NAILBA Releases Technology Services GuideThe National Association of Independent Life Brokerage Agencies (NAILBA), Fairfax, Va., has announced the release of wholesale life brokerage's first-ever products and services resource - the NAILBA Technology Services Guide."Though
March 26, 2008
NAILBA Revises Imaging StandardsThe National Association of Independent Life Brokerage Agencies is trying to help member firms, insurers and technology companies stay on the same page when they ...
March 23, 2008
Tech Just Isn't As 'Cool' As It Used To BeAs someone who deals with language and its vagaries on a daily basis, I am sometimes amazed at the way certain widely-used terms creep into--or ...
March 01, 2008
Flexibility and EfficiencyNien-Ling Wacker, the CEO of Laserfiche, recalled at the mid-January Laserfiche Institute annual conference how things were 20 years ago when he was developing the...