Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
7 points that help you sell
By Laura GraesserAre you stuck in your attempts to reach your sales and marketing goals? Need a reminder of ways you can stand out amongst the crowd of advisors?
May 06, 2010
HighTower Announces New 'Anywhere' iPhone and iPad App for AdvisorsHighTower Advisors, the Chicago-based open-source RIA, announced Tuesday the beta launch of its HighTower Open Source Technology (HOST) iPhone and iPad application for advisors.
May 01, 2010
More Integration Opportunities? Yes, Maybe . . .Sometimes, it is assumed that a cloud-based system will provide more data integration opportunities than a locally installed application. But that is a faulty assumption,...
May 01, 2010
The Technology Coach: Don't Get Lost in the CloudCloud computing has attracted a significant amount of attention in the advisor community. Understandably so, since it offers plenty of advantages for businesspeople who have...
April 30, 2010
Ten trends in wealth managementAsset growth strategies and increased communication are among trends identified by tech-provider SunGard.
April 22, 2010
Boomers primed for green jobsThrough their extensive experience in other careers, boomers may be the next generation of green workers. A recent study by The Council for Adult and...
April 21, 2010
Berry appointed Vice President, CIO at OneAmericaGene P. Berry, CLU, ChFC, CASL, will succeed outgoing Vice President and CIO Emet Talley.
April 14, 2010
Assurant: There's An App For Our Plan MembersAssurant Employee Benefits is offering dental plan enrollees a Find-a-Dentist smartphone application.