Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Try Before You Buy, With A Proof Of Concept
By Wendy CormanFollowing a 5-step process can prove beneficial for purchasersBefore investing a company's precious IT dollars in new technology solutions, buyers should proceed with caution ...
June 01, 2005
A B/D Where Technology is KingLon Dolber, the founder and CEO of American Portfolios Financial Services in Holbrook, New York, sees himself not only as the head of a broker/dealer,...
June 01, 2005
THE GLUCK REPORT, Part II: Putting It All TogetherPortfolio reporting service bureaus have been around for years, so I called eight of them, asking how much they'd charge for handling downloads and reconciliation,...
June 01, 2005
THE GLUCK REPORT, Part I: Not Quite ReadyThe news from Fidelity was big. "Fidelity Investments today an- nounced an integrated technology platform that will be the first in the industry to combine...
May 31, 2005
Amerindo Investment Founders Charged With FraudProsecutors allege investor funds used for charitable donations and race horse purchases
May 25, 2005
CIOs, CEOs Differ On IT GoalsCultural inertia and other issues are stalling efficiency initiativesOrlandoInsurers' chief information officers face continuing challenges from entrenched attitudes, a new regulatory environment and managements ...
May 25, 2005
CIOs, CEOs Differ On IT GoalsCultural inertia and other issues are stalling efficiency initiativesOrlandoInsurers' chief information officers face continuing challenges from entrenched attitudes, a new regulatory environment and managements ...
May 15, 2005
Mamas, Please Let Your Babies Grow Up To Be...TechiesWarbling Willie Nelson, in a now classic country song, offers up a sage piece of career advice: "Mamas, don't let your babies grow up to ...