Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Account Aggregation Faces Consumer Indifference
By Trevor ThomasNU Online News Service, July 23, 6:44 p.m. -- Bank customers may yawn at the idea of account aggregation, but aggregation can lead to ...
July 12, 2002
Western & Southern Hires Technology VPNU Online News Service, July 12, 10:25 a.m. -- Western & Southern Financial Group, Cincinnati, has hired Stephen Hamilton to be assistant vice president ...
July 01, 2002
The View from SchwabDavid Peck, senior vice president for advisor business solutions at Charles Schwab's Services for Investment Managers division, is responsible for Schwab's Performance Technology Inc. unit,...
June 27, 2002
Enterprise Scraps Global Technology FundJune 26, 2002 -- Enterprise Capital Management plans to eliminate Enterprise Grp Global Technology Fund/A (EIIAX) by merging it into Enterprise Grp Internet Fund/A (EIFAX). The...
June 17, 2002
Pivot To Use Seritis TechnologyNU Online News Service, June 17, 11:03 a.m. -- Pivot/Info-One, Campbell, Calif., says it will be using technology from Seritis Corp., Milwaukee, to deliver ...
June 16, 2002
Some Ways To Leverage TechnologyEnrollment and administrative technologies have yet to establish a firm hold in the worksite insurance market. But employers are expressing significant interest in them.That is ...
June 14, 2002
LOMA: Insurers Still Struggling With TechnologyNU Online News Service, June 14, 10:33 a.m. -- LOMA, Atlanta, has released a study suggesting that life insurers and other financial services companies ...
June 10, 2002
Private Healthcare Expands Hospital NetworkNU Online News Service, June 10, 11:52 a.m. -- Private Healthcare Systems Inc., Waltham, Mass., a company that runs health care provider networks, says ...