Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Substituting Stocks with ETFs
By Staff WriterFor 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...
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...
February 29, 2008
The 2008 marketing organization reader survey resultsCompetition can work in an advisor's favor. But constantly searching for the perfect MO can mean frequent changes in alliance, hardly an optimal outcome in a business where continuity is the name of the game. Still, change is sometimes necessary. S
February 24, 2008
Does Our Software Industry Need More Foreign Workers To Survive?If you're a Baby Boomer like I am, you probably get at least one e-mail a week from someone who wants to remind you of ...