Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Raising the Bar
By Staff WriterIndependent broker/dealers are always looking to find the perfect middle ground for their representatives when it comes to technology: making the offerings fit their, and...
August 13, 2006
Understanding ChangeWhen traveling cross-country by car I like to stop for meals (particularly breakfast) at Cracker Barrel restaurants. I like the food, the service is fast ...
August 10, 2006
Benefits Software Firm To Resell Consumer Support ToolsBenefit Concepts Inc. has agreed to package technology from Enwisen Inc. with its own AvantServe benefits administration system.Benefit Concepts, East Providence, R.I., is adopting the ...
August 01, 2006
Ten Tech Tools to Boost Your ProductivityWhen we think of technology for financial advisors, we usually think of wirehouse or broker-dealer platforms attempting to integrate financial planning, portfolio accounting and customer...
July 30, 2006
Company To Focus On Worksite Benefits ToolsMichael Slade has given his company a new name.Slade, a longtime voluntary benefit sales specialist, says the company now will operate as NaviTech Inc., rather ...
July 28, 2006
House Approves Health Technology BillAmerica's Health Insurance Plans is asking Congress to take a hard look at a bill that is supposed to encourage doctors, hospitals and other providers ...
July 28, 2006
House Approves Health Technology BillAmerica's Health Insurance Plans is asking Congress to take a hard look at a bill that is supposed to encourage doctors, hospitals and other providers ...