Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
When Good Sectors Go Bad
By Staff WriterAt one time, technology was the envy of the market world. Today, years after the sector turned from investor darling to scapegoat, the bleeding continues:...
September 03, 2006
Should Legacy Systems Stay Or Should They Go?Ask any CIO: One of insurance information technology's biggest headaches revolves around how to keep up with a technology market that is evolving at a ...
September 01, 2006
Raising the BarIndependent 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...
September 01, 2006
Going MobileJust as any fashion starts to look old after a season, so, too, does technology. Moreover, those early-adopter advisors who rejoice while playing with the...
August 28, 2006
Activa Goes With Benefit InformaticsA Midwestern benefit plan administrator has selected a technology partner.Activa Benefit Services Inc., Grand Rapids, Mich., has agreed to use systems from Benefit Informatics Inc., ...
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...