Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Relationship Manager
By Spenser SegalWhen you think of growing your financial advisory business, there is what can seem to be an unending array of strategies and tactics.
June 20, 2011
Use of iPads, Other Tablets, Rises Among AdvisorsTablets are a runaway success among financial advisors, according to an SEI Quick Poll released Thursday.
June 15, 2011
Raymond James Taps Former UBS Exec, Morgan Stanley Consultant as Head of ITBella Loykhter Allaire will lead the firm's technology and operations divisions beginning on June 20
June 14, 2011
Advisors: change is coming -- you ready?A big part of my job is connecting with you, the advisors who read this magazine.
June 14, 2011
Advisors: change is coming -- you ready?A big part of my job is connecting with you, the advisors who read this magazine.
June 10, 2011
Pershing’s NetX360 Stronger Now Thanks to Its Users, Says Suresh KumarThe ‘crowd sourcing’ of 100,000 users translates to an ever-stronger, flexible technology program.
June 08, 2011
Uldrich to keynote LOMA conferenceJack Uldrich, author of the best-selling "The Next Big Thing is Really Small: How Nanotechnology Will Change the Future of Your Business," will present the keynote speech at the LOMA Emerging Technology Conference, Oct. 6-7, in Fort Lauderdale, Fla.
June 08, 2011
Uldrich to keynote LOMA conferenceJack Uldrich, author of the best-selling "The Next Big Thing is Really Small: How Nanotechnology Will Change the Future of Your Business," will present the keynote speech at the LOMA Emerging Technology Conference, Oct. 6-7, in Fort Lauderdale, Fla.