Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New technology will protect Midwest seniors
By staff WriterAFrame Digital, Inc., and Communications Mid-America have announced a partnership to offer AFrame's Personal Health Monitor, a personal health care monitoring tool which represents the next generation of health care technology.
November 01, 2010
Catching Up With ... Frank MaioranoThis being our RIA issue, Frank Maiorano seems like a perfect fit.
November 01, 2010
Setting the PaceA raft of new projects--including its new technology 'ecosystem' approach--proves why Schwab remains the RIA leader.
October 28, 2010
Kerzner Calls for Focus on TechnologyLife insurers need to find ways to improve distribution or face the possibility of extinction, LIMRA President Robert Kerzner said today.
October 28, 2010
Kerzner Calls for Focus on TechnologyLife insurers need to find ways to improve distribution or face the possibility of extinction, LIMRA President Robert Kerzner said today.
October 27, 2010
Schwab Impact: CRM Partners Announced for Tech Platform; Paulson Reflects on CrisisAt the opening session of Schwab Impact 2010 in Boston, Jim McCool, the executive VP who oversees Schwab Institutional Services, and Bernie Clark, who heads Schwab's Advisor Services custodial platform for advisors, announced the first partners for Schwab Advisor Services.
October 20, 2010
Schwab’s New Approach to Technology"Think of it as an ecosystem where all the applications live together," says Neesha Hathi, describing Schwab Advisor Services' nascent Intelligent Integration approach to its...