Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Firm Rolls Out Benefits Sales Software
By Staff WriterNU 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 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...
January 01, 2005
Taking a High-Tech TackBob Lee's goal for the Sentinel Mid Cap Growth Fund (SNTNX) has been to achieve above-average performance, whether conditions indicate the overall market should be...
December 22, 2004
5 Star To Use Common Census TechnologyNU Online News Service, Dec. 22, 2004, 5:27 p.m. ESTAn Alexandria, Va., insurer has agreed to use a benefit enrollment system from a Westbrook, ...
December 16, 2004
Wentworth Names IT DirectorNU Online News Service, Dec. 16, 2004, 5:12 p.m. ESTA company that buys rights to income from annuities and other sources of income has ...
December 15, 2004
Financial Firms To Spend $365 Billion On TechNU Online News Service, Dec. 15, 2004, 5:10 p.m. ESTLife insurers and annuity issuers may try to get more use out of their old ...