Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
BISYS To Use Vestmark Technology
By Staff WriterNU Online News Service, Jan. 20, 2004, 9:45 a.m. EST -- BISYS Group Inc., New York, says it will be using technology from Vestmark ...
January 01, 2004
Eyes on the PrizeThis is the second in a three-part series on the challenges facing fee-only advisors. Part 1, which appeared in the December 2003 Investment Advisor, addressed...
December 04, 2003
Spam Is A Productivity KillerLas Vegas Spamunsolicited e-mail, usually for commercial purposesis not only a nuisance for corporate users, it is a drain on productivity, said a panel of ...
December 04, 2003
Cook To Use BluePhoenix COBOL TechnologyNU Online News Service, Dec. 4, 2003, 11:33 a.m. EST -- Cook Systems International Inc., Memphis, Tenn., has agreed to use technology from BluePhoenix ...
December 01, 2003
Resource AidsPlanners oJeffrey H. Massey, Massey & Associates, Inc., [email protected] oJoel A. Larsen, Larsen Financial Strategies Group of Wachovia Securities,[email protected]; TDD phone: 707-422-1762 oLee Kramer, Kramer Financial Inc., [email protected] Technology oDarren...
November 20, 2003
Use Tech To Map 2004 Sales StrategyByNow is the time for investment professionals to determine how they will manage their business in 2004 to meet the years sales plans and production ...
November 05, 2003
Job Cuts Help Watson Wyatt ProfitsNU Online News Service, Nov. 5, 2003, 11:19 a.m. EST -- Watson Wyatt & Company Holdings, Washington, says job cuts helped it cope with ...
November 04, 2003
Fund in Focus: Amerindo Technology FundAlberto Vilar, manager since October 1996 S&P