Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
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By Staff WriterWe reviewed IDS along with Investigo in our usual way. I invited a group of advisors to join a Web-based demonstration and conference call led...
February 09, 2005
Engaging The Culture Of NarcissismWhenever I have the privilege of addressing a group on the topic of people who perpetrate premeditated attacks on computer systems, a singular, troubling question ...
February 03, 2005
Firm Rolls Out Benefits Sales SoftwareNU Online News Service, Feb. 3, 2005, 1:20 p.m. ESTA Uniondale, N.Y., company is introducing the AgencyWare system.[@@]The company, OnlineBenefits Inc., says the new ...
January 28, 2005
NaviSys Revamps Web SiteNU Online News Service, Jan. 28, 2005, 4:05 p.m. ESTAn Edison, N.J., insurance software company has updated its home page.[@@]The company, NaviSys Inc., says ...
January 25, 2005
Genworth Licenses AdminServer TechnologyNU Online News Service, Jan. 25, 2005, 4:40 p.m. ESTA major Richmond, Va., insurer has licensed a policy administration.[@@]The insurer, Genworth Financial Inc., will ...
January 12, 2005
Hacker OutrageIn a recent column, I wondered why people werent expressing more outrage at what I viewed as the promotion of criminal activity in the course ...
January 11, 2005
Alabama Technology To Ease Fund ComplianceNU Online News Service, Jan. 11, 2005, 4:20 p.m. ESTPrincipal Financial Group Inc., Des Moines, Iowa, has agreed to license the mobileCompliance system from ...
January 01, 2005
Broker/Dealer Special Report: Clearing Firms--Closer Ties, Fewer PlayersConsolidation has been a major trend in the clearing business for a few years now, and it doesn't show signs of abating. Clearing firms have...