Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New COO for Schwab Institutional; Expanded Duties for Sales Chief
By James J. GreenSchwab 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 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...
January 29, 2008
Tech Bits: Insurance Technologies, ConnectureInsurance Technologies Corp. has acquired the Insurance Website Builder system from Evolution Designs Group Inc.Insurance Technologies, Carrolton, Texas, also will acquire a collection of technology ...
January 29, 2008
Tech Bits: Insurance Technologies, ConnectureInsurance Technologies Corp. has acquired the Insurance Website Builder system from Evolution Designs Group Inc.Insurance Technologies, Carrolton, Texas, also will acquire a collection of technology ...
January 14, 2008
Senior aging and independence89%: Percentage of seniors willing to use adaptive technology to maintain their independence as they age. 26%: Percentage of seniors who rate loss of independence as their greatest fear. Only 3 percent listed death as their greatest fear.
December 13, 2007
Stem Cell OpportunitiesAlthough therapeutics companies working in the stem-cell arena are far from commercializing their results, companies that equip laboratories with analytical instruments and reagents are already beginning to gain from advances in the field and an influx of outside funding.
December 13, 2007
Claim Technology Firm To Scoop Up NeighborClaimsnet.com Inc. has agreed to acquire most of the assets of Acceptius Inc.Claimsnet.com, Dallas, sells electronic transaction services to the health care industry.Acceptius, Dallas, which ...
December 13, 2007
Claim Technology Firm To Scoop Up NeighborClaimsnet.com Inc. has agreed to acquire most of the assets of Acceptius Inc.Claimsnet.com, Dallas, sells electronic transaction services to the health care industry.Acceptius, Dallas, which ...