Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Are U.S. Tech Pros Second-Rate?
By Ara C. TremblyAs many of you know, I have taken no little space in these columns talking about the need to educate and train American computer and ...
April 10, 2008
Business growth strategiesMeasure and analyze your current status. Get efficient through technology. Enhance your customer's experience. Cozy up with vendors. Maximize your niche, expand to a new one. Develop new channels. Acquire growth capital. Create a cult
April 01, 2008
Substituting Stocks with ETFsFor investors sitting on big-time stock losses, now might be a good time for a spring cleaning. In the past year, Washington Mutual (WM) has lost...
April 01, 2008
Talking TechnologyTechnology stocks were a good holding in 2007. Tech stocks in the S&P 500 index put up an average gain of 15.5% last year, versus...
April 01, 2008
LPL Financial Taps Feeney as CIOLPL Financial has named Chris Feeney as chief information officer. He reports to Esther Stearns, president and COO, and is responsible for overseeing the firm's...
March 30, 2008
Technology Enhances Voluntary EnrollmentGone are the days of enrollment brochures and paper voluntary benefit application forms. Today's employers are dealing with an evolving enrollment environment that demands total ...
March 27, 2008
NAILBA Releases Technology Services GuideThe National Association of Independent Life Brokerage Agencies (NAILBA), Fairfax, Va., has announced the release of wholesale life brokerage's first-ever products and services resource - the NAILBA Technology Services Guide."Though
March 26, 2008
NAILBA Revises Imaging StandardsThe National Association of Independent Life Brokerage Agencies is trying to help member firms, insurers and technology companies stay on the same page when they ...