Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Avoid the negative
By Dan NormanThe very best salespeople are firm believers that they create their own success. They tell us that they focus on the positive aspects of their company's products but that sometimes they have to hunt for them.
April 01, 2009
Vertafore Licenses Connection TechAn insurance software company will be working with another company to link the ImageRight content management system to other software products.
March 27, 2009
A Clear VisionIf you--like Dr. Richard Sandor--believe in the proposition that air and water will become the asset classes of the near future, you understand that companies helping to provide clean air and water will be good investments.
February 20, 2009
Schwab Center Opens at Texas TechProvides planning and portfolio management software to students and community
February 19, 2009
Where the sun don't shineCall it Gore-aphobia. Big Al's at it again. The former Veep teamed with UN Secretary General Ban Ki-moon (someone we should ban, in my opinion)...
February 09, 2009
Parent care-giving takes toll on boomer finance, marriageOne in two baby boomers cares for an aging parent; The challenge is taking a financial, as well as marital toll on boomers. Care giving...
February 05, 2009
Don't believe the hypeMost famously uttered by rapper Flava Flav, but apropos none-the-less. An article posted at www.wsj.com last Tuesday is causing quite a stir. Carmen Reinhart and...
February 03, 2009
Celent: IT Budgets Still RisingTypical U.S. insurers may increase spending on information technology about 3% this year, in spite of the recession.