Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
NEWS & PRODUCTS, June 2007
By Kara P. StapletonNASD has fined two Fidelity broker/dealers for preparing and distributing misleading sales literature promoting Fidelity's Destiny I and II Systematic Investment Plans, which were sold...
May 20, 2007
Turning Carrier-Provided Training Into Profitable Sales PracticesWe've all been there before: interminable seminars in stuffy chain-hotel conference rooms; the inevitable chair slump as Slide 78 paints a fuzzy message of virtuous ...
May 20, 2007
Turning Carrier-Provided Training Into Profitable Sales PracticesWe've all been there before: interminable seminars in stuffy chain-hotel conference rooms; the inevitable chair slump as Slide 78 paints a fuzzy message of virtuous ...
May 12, 2007
Schwab Cuts PortfolioCenter Prices for Smaller Firms, Adds Service LevelSchwab Performance Technologies, the portfolio management software subsidiary of the Charles Schwab Company, announced a new version of its PortfolioCenter designed for RIA firms with 50 or fewer clients, called PortfolioCenter Emerging Practice, with a smaller pricetag than the full-blown software.
May 09, 2007
Tech Alliances: Nexaweb, AflacAflac Japan is using services from a unit of Nexaweb Technologies Inc. to make several different computer systems available through a single Web interface.Nexaweb, Burlington, ...
May 01, 2007
What's VoIP, Anyway?VoIP, or Voice over Internet Protocol, allows people to make telephone calls by breaking voice data into digital packets which can be sent over the...
April 26, 2007
Alzheimer's Afflicts More Than 5 Million: ReportAn estimated 5.1 million Americans have Alzheimer's disease, according to an annual study by the Alzheimer's Association, Chicago.Of these, 4.9 million are age 65 and ...
April 15, 2007
Mobile Technology: Is the Industry 'Ready?'For at least the last 5 years or so, pundits, nerds and other assorted technophiles have been asking when the insurance industry will be "ready" ...