Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Sales Job
By Bill MillerWhile cruising the trade publications, I can't help but notice all the ads from broker-dealers. Each one attempts to put its own slant on what...
September 10, 2009
Fidelity Cuts Costs on Technology, Trading"Competitive response" includes waiving trade commissions for new accounts
September 01, 2009
The Leveling RecessionEconomists often derive ironclad "laws of economics" from very small samples of data observed over a very short time period. Remember the Phillips curve, which...
September 01, 2009
B/D Briefing: Ramping Up TechnologyAs the financial services landscape reshapes itself, the largest clearing firms have been working to enhance their offerings to broker/dealers on a number of fronts,...
August 12, 2009
Sue Ericksen Joins New York Life as Chief Technology OfficerNew York Life Insurance Company, New York, N.Y., has announced that Sue Ericksen has joined the company as Chief Technology Officer and Senior Vice President of the Corporate Information Department.
August 01, 2009
Technology by the NumbersEven in the challenging market and economic environment, independent advisory firms are looking for opportunities to position themselves for long-term growth by investing strategically in...
August 01, 2009
Ask These QuestionsSelecting a technology vendor is a key decision in the buying process. Make sure you talk to a potential vendor's customers--ideally ones you've found on...
August 01, 2009
Group ThinkWhen it comes to implementing new technology, the best firms involve staff members early and often. Take West Des Moines, Iowa-based Foster Group's decision matrix, for...