Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A Techie Who Cares: Meet Trust Co.’s New Leader
By John SullivanWith energy befitting a Silicon Valley startup, Trust Company of America may just be what the industry needs.
October 02, 2013
Top 20 Most Valuable Brands in the World: 2013Interbrand, a brand consultancy firm, released its list of the top 100 global brands.
September 30, 2013
Women and TechNeesha Hathi, senior vice president of advisor technology solutions at Schwab Institutional, has a good view of how women use technology.
September 06, 2013
Primerica taps FireLight for annuity application softwarePrimerica is the first direct distributor to sign on for Insurance Technologies software product.
September 06, 2013
Primerica taps FireLight for annuity application softwarePrimerica is the first direct distributor to sign on for Insurance Technologies software product.
August 29, 2013
Nasdaq on Tech Glitches: Some Exchange’s Fault, Some NotNasdaq said Thursday that a preliminary internal review of the technology glitches that halted trades on Aug. 22 found a combined series of technology events.
August 29, 2013
Moving to a New BD or Custodian? Ask These 5 Tech Questions FirstCaptive technology can trip up an advisor, despite the attractive bells and whistles of your new BD or custodians platform.
August 22, 2013
10 Ways to Connect With Clients Using Your iPadPershing CIO Ram Nagappan shares his favorite ways to use an iPad to make presentations anytime, anywhere.