Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The State of Advisor Technology
By David J. DruckerJust 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 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
April 16, 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
April 10, 2008
Business growth strategiesMeasure and analyze your current status. Get efficient through technology. Enhance your customer's experience. Cozy up with vendors. Maximize your niche, expand to a new one. Develop new channels. Acquire growth capital. Create a cult
April 01, 2008
Substituting Stocks with ETFsFor investors sitting on big-time stock losses, now might be a good time for a spring cleaning. In the past year, Washington Mutual (WM) has lost...
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 ...