Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New Hire Roundup: McCarthy Elected IPA Board Chairman
By Marlene Y. SatterThis week in new hires, Frank McCarthy was elected chairman and five new members were added to the board of directors at IPA; the DiCiaccio and LaMothe-Gonzalez Groups joined Snowden Capital Advisors; more.
November 05, 2012
Money talking: The economic legacy of SandyIn the aftermath of Hurricane Sandy, will New York remain the financial capital of the world? And how much will the storm impact the national economy and the national election?
October 24, 2012
Mergers: A Tech Nightmare for AdvisorsNo one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.
October 23, 2012
5 ways the tablet can enhance your business relationshipsHow can you leverage tablet technology to drive sales? Here are five ways to get started.
October 23, 2012
5 ways the tablet can enhance your business relationshipsHow can you leverage tablet technology to drive sales? Here are five ways to get started.
October 16, 2012
Raymond James Execs Boast ‘Huge Strides’ in TechnologyThe firm and its advisors are benefiting from the Morgan Keegan acquisition, along with certain policies and investments, tech executive Bella Loykhter Allaire said.
October 09, 2012
Northwestern Mutual wins Enterprise Architecture AwardNorthwestern Mutual Life Insurance Company won the 2012 Infoworld Enterprise Architecture Award for the synergy between their overall business and technology strategies and the millions of dollars in business benefits that has yielded.
October 08, 2012
How Many Financial Planning Relationships Can You Really Have?As financial planning grows more efficient, it becomes possible for planners to manage an increasingly large number of clientsor does it?