Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Return of $20 Oil?
By Staff WriterOn the same day in June that oil reached a new high of $139 a barrel, I had a conversation with Ben Warwick, CIO of...
June 01, 2008
Malicious Software That Won't Go AwayWhile the cost of being the victim of malicious software, or malware, such as the many variants of Storm, is significant, it doesn't end with...
June 01, 2008
What Is the Shape of Things to Come?Who: Alvin Toffler Where: Bel Air Hotel, Los Angeles, CA, April 9, 2008 On the Menu: Accelerating time, changing spatial relationships and shared knowledge. --- In 1970, around the time when...
June 01, 2008
What Will Advisor Technology Look Like?Common wisdom says you don't make projections beyond five years. With the rapid change we've all become accustomed to, some would even say five years...
May 28, 2008
Boomers at 7074%: Percentage of boomers who won't consider themselves old at 70. 76%: Percentage of boomers who expect to use technology to stay connected with...
May 28, 2008
Use technology to support serviceTo distance yourself from your competitors you need to develop technological strategies that allow you to provide the same quality of service to each of...
May 01, 2008
Building Healthy Online RelationshipsMany years ago, Worth magazine sent me to the Professional Publishing course at Stanford University. It offered seminars by many leading luminaries in the magazine...
May 01, 2008
The State of Advisor TechnologyJust as the baby boomers represented a bulge in the 20th century's birthrate trend, the early '80s saw a bulge in the number of career...