Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
It's All in the Approach
By James J. GreenKip Gregory's latest book--Winning Clients in a Wired World--is also his first, but after 20 years of teaching others how to make technology work, particularly...
April 18, 2004
Wireless, Schmireless!What is all this hysteria and folderol about wireless?I mean it seems you cant go anywhere these days without some cellular or mobile computing company ...
March 30, 2004
Firms Start Spanish-Language Fund Report ServiceNU Online News Service, March 30, 2004, 12:52 p.m. EST -- A technology company and a financial news company have developed a new Spanish-language ...
March 08, 2004
Williams To Run American College Web ProgramNU Online News Service, March 8, 2004, 12:23 p.m. EST -- The American College, Bryn Mawr, Pa., has hired Billy Williams to be executive ...
March 04, 2004
New Technology Drives Agency EfficiencyNew Technology Drives Agency EfficiencyBy Ara C. TremblyTechnology vendors continue to work overtime to come up with new devices and software to make life in ...
March 04, 2004
New Computers: Where To Buy Them And What To Look Out ForNew Computers: Where To Buy Them And What To Look Out ForBy Ara C. TremblyIf youve read our first 3 articles in this series (see ...
February 20, 2004
Pan-AmericaN To Use StatementOne TechnologyNU Online News Service, Feb. 20, 2004, 1:39 p.m. EST -- The financial advisory unit of Pan-American Life Insurance Company, New Orleans, will be ...
February 11, 2004
Keane Agrees To Buy Smaller Technology FirmNU Online News Service, Feb. 11, 2004, 12:17 p.m. EST -- Keane Inc., Boston, has agreed to pay up to $35 million for Nims ...