Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Part 1: The Two Faces of Schwab
By Staff WriterAfter six years of covering Charles Schwab and its Services for Investment Managers (SIM) division, and after interviews with hundreds of advisors, I have finally...
November 12, 2002
Net Security Firm Arranges Marketing AgreementsNU Online News Service, Nov. 12, 4:13 p.m. -- Guarded Networks Inc., Cooper City, Fla., a computer network security technology company, has announced two ...
November 12, 2002
Impact Technologies Offers New Sales Support ToolsNU Online News Service, Nov. 12, 12:47 p.m. -- Impact Technologies Group, Charlotte, N.C., which does business as Advanced Impact, is selling annual subscriptions ...
November 11, 2002
Pioneer to Liquidate Science & Technology FundNov. 8, 2002 -- Pioneer Investment Management will liquidate its Pioneer Science & Technology Fund (PTCAX) on or about Jan. 10, 2003, because of its...
November 04, 2002
Meridien Research and IDC MergeNU Online News Service, Nov. 4, 4:15 p.m. -- Meridien Research, a financial research and consulting firm in Newton, Mass., has merged with IDC, ...
November 03, 2002
Current Technology Is Inadequate For Bioterrorism ResponseCurrent Technology Is Inadequate For Bioterrorism ResponseA study of health care technology released this summer concludes that while information technology could help clinicians respond to ...
November 03, 2002
New Underwriting Technology Brings Both Benefits And PitfallsNew Underwriting Technology Brings Both Benefits And PitfallsByNewcomers to the underwriting profession are schooled from the start to carefully investigate an applicants medical history and ...
October 20, 2002
Identifying The Attributes Of The 21st Century Insurance EnterpriseIdentifying The Attributes Of The 21st Century Insurance EnterpriseBySan Diego Identifying the attributes of the 21st century insurance enterprise was the focus of a panel ...