Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
NAILBA Releases Technology Services Guide
By staff WriterThe 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 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 ...
February 22, 2008
New COO for Schwab Institutional; Expanded Duties for Sales ChiefSchwab Institutional has named Patricia Cox COO, the position last held by the current head of SI, Charles Goldman. Cox began her career with Schwab in 2000, and comes to Schwab's advisor division from its retail unit, Schwab Investor Services, where she has been in charge of client service and...
February 05, 2008
Kaiser To Use EHealth TechnologyA managed care company is licensing technology from a Web health insurance broker.Kaiser Permanente, Oakland, Calif., will be licensing use of a Web sales system ...
February 05, 2008
Kaiser To Use EHealth TechnologyA managed care company is licensing technology from a Web health insurance broker.Kaiser Permanente, Oakland, Calif., will be licensing use of a Web sales system ...
February 01, 2008
The Ticker's Rise and FallWithin the living memory of some financial market professionals today is a technology that was crucial to stock trading from not long after the Civil...