Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Let Technology Enforce The Rules
By S. Stuart SpectorWhy Struggle With Paper?Too many employers continue to manage benefits with paper. Those employers are spending an average of about $1,000 per employee per year ...
April 01, 2005
Looking backInvestment Advisor has published an annual planning technology directory since 1997. Below are some excerpts from an article kicking off our tech directory in April...
April 01, 2005
Making It Your OwnChris Kiley and Mike Huett stood in the front of the meeting room, taking their medicine as several dozen advisors demanded answers to a raft...
March 28, 2005
Companies Offer Tool To Spot Mental DeclineNU Online News Service, March 28, 2005, 2:30 p.m. ESTTwo service providers to the long term care insurance industry say they have developed a ...
March 17, 2005
Innovative Becomes SirconNU Online News Service, March 17, 2005, 3:10 p.m. ESTAn Okemos, Mich., Web services company has changed its name.[@@]The company, formerly known as Innovative ...
March 03, 2005
MetLife Adopts Macromedia TechnologyNU Online News Service, March 3, 2005, 3:23 p.m. ESTA large retirement services business is using Web technology to spice up its 401(k) plan ...
March 01, 2005
Tenn. Blue Updates TechnologyNU Online News Service, March 1, 2005, 3:42 p.m. ESTA Chattanooga, Tenn., health insurer is using Web-based systems from Webify Solutions Inc., Austin, Texas, ...