Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Question For Hard Times: Will Online Selling Displace Agents?
By Ara C. TremblyIn these times of economic hardship, even the normally solid insurance industry is being hurt, and that includes the technology sector of our relatively placid ...
November 01, 2008
About the Planner: Dennis K. O'BrienDennis K. O'Brien President & founder Coastal Financial Advisors 503 Casino Drive Farmingdale, New Jersey 07727 Phone: 732-683-2330 Web site: www.coastalfa.com Year firm established: 1999 Advisors in firm: 1 Number of clients: 25 Compensation: fee-only Client...
October 31, 2008
Back to basicsIn an information and technology-hungry world, Rich Schuette is a throwback. While many of his peers try to wow clients and prospects with presentations loaded with information and high-tech features, Schuette, a certified financial planner with MJL
October 30, 2008
CFO optimism plummets to all-time lowA new survey shows CFOs are increasingly uneasy about the U.S. economy and their own companies. Optimism sank to all-time lows in the third quarter,...
October 19, 2008
Who Would Make The Best Technology President?I recently heard a man remark on a New York radio station that when it comes to this year's presidential candidates, "There's not a dime ...
October 19, 2008
Who Would Make The Best Technology President?I recently heard a man remark on a New York radio station that when it comes to this year's presidential candidates, "There's not a dime ...
September 24, 2008
NU Sister Pub Helps Conduct Ranking SurveyTech Decisions, a National Underwriter Company publication, and Financial Insights, an independent research and consulting firm, are asking U.S. and Canadian insurers to participate in ...
September 24, 2008
Pru: Absence Management May GrowEmployers want to do more about workers who miss work.Researchers at Prudential Financial Inc., Newark, N.J., have released statistics concerning that topic in a summary ...