Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
2010 Q4 Earnings: Penson Posts Smaller-Than-Expected Loss
By Danielle AndrusPenson Worldwide Inc. released fourth-quarter 2010 earnings Thursday, revealing a net loss of $3.2 million, or $0.11 per share.
February 01, 2011
The Future of AdviceWhat will next-generation financial advice look like? Bob Veres, who produces the well-regarded “Inside Information” newsletter, looks 20…
January 18, 2011
Survey: Mobile technology use among 50 and olderAn AARP survey found cell phones are the preferred handheld mobile technology among people 50 and older.
January 18, 2011
Survey: Mobile technology use among 50 and olderAn AARP survey found cell phones are the preferred handheld mobile technology among people 50 and older.
January 07, 2011
Facebook Appears on Track for IPO in 2012Social networking company forced to begin disclosing reams of financial information.
January 04, 2011
Morgan Stanley Taps Rosenthal as COOJim Rosenthal has been in charge of merging Morgan Stanley and Smith Barney's technology as part of the joint venture
January 01, 2011
Better Advising Through TechnologyWhen I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.
January 01, 2011
Is Your Technology Plan Ready For 2011?The start of a new year usually brings a new set of plans, ideas, goals and objectives to achieve in both your business and personal life.