Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
ACS Wins $84 Million UnumProvident Contract
By Staff WriterA large disability insurer has selected a major technology vendor.UnumProvident Corp., Chattanooga, Tenn., has awarded a 5-year, $84 million information services contract to Affiliated Computer ...
February 01, 2006
Five Building BlocksYou know that if you want to build a truly great practice, you've got to give clients what they want most--an exceptional level of service...
January 15, 2006
Industry Awakened To Technology Realities In 2006Change is not a surprising thing in the world of technology (in fact, it is what we expect), but the really big surprise in 2006 ...
January 01, 2006
Technical AnalysisInvestments in technology to empower reps at their desks, or virtually anywhere, is a common theme that ties into all aspects of the independent broker/dealer...
December 06, 2005
DTCC To Use Finetre TechnologyThe Depository Trust & Clearing Corp. has agreed to build AnnuityNet and LifeNet technology into its own InsurExpress system.[@@]The DTCC, New York, is a ...
December 01, 2005
THE GLUCK REPORT, Part I: The Big Three's Tech Plans for 2006Fidelity's RIA division just moved to a .NET platform, Schwab is adding a tool to search an inventory of 15,000 fixed-income securities from more than...
November 14, 2005
TT Signs Software Pact; Faces Objection in Refco AffairCHICAGO (HedgeWorld.com)--Trading Technologies International Inc. announced an agreement with Portware LLC, New York, to integrate their respective trading software systems, the Portware Professional and TT's professional trading platform, in a way that could be valuable to hedge-fund clients. Company officials on both sides expressed confidence that the integration will create...
October 26, 2005
Consumerism Is A Dangerous PathTechnology innovation must not be moved offshoreBy ara c. tremblyH.G. Wells' classic novel "The Time Machine" depicts a distant future in which England's industrialized ...