Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New E-Learning Options Allow Industry To Stay Savvy
By sam friedmanIssuing a "call to action," LOMA President and CEO Thomas P. Donaldson challenged attendees here at the ACORD/LOMA Insurance Systems Forum to take advantage of ...
June 08, 2007
InsureConnect Adopts Microsoft Contact TechnologyA company that sells systems for selling health insurance through the Web is building a popular communications tool into its product.Connecture Inc., Atlanta, says it ...
June 01, 2007
NEWS & PRODUCTS, June 2007NASD 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 23, 2007
Pennsylvania Plans Adopt Personal Health Record TechnologyThe Pittsburgh and Camp Hill, Pa., Blue Cross and Blue Shield units of Highmark Inc. are introducing a Web-based personal health record system.The password-protected PHR ...
May 23, 2007
Pennsylvania Plans Adopt Personal Health Record TechnologyThe Pittsburgh and Camp Hill, Pa., Blue Cross and Blue Shield units of Highmark Inc. are introducing a Web-based personal health record system.The password-protected PHR ...
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.