Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A Guru Rates The Years Best And Worst Tech Developments
By Ara C. TremblyIf you were to make the perhaps arduous pilgrimage to my secluded guru den high above the teeming metropolis of Hoboken, N.J., you would doubtless ...
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
November 03, 2003
Milliman Acquires Focus Solutions, Forms Tech UnitNU Online News Service, Nov. 3, 2003, 3:48 p.m. EST -- Milliman USA, Seattle, an actuarial consulting firm, has acquired Focus Solutions Inc., Fort ...
November 01, 2003
New Kids In TownWhen it comes to portfolio management and performance reporting, many independent advisors can only wish for new choices. Now, they are getting their wish. Over...