Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tech Just Isn't As 'Cool' As It Used To Be
By Ara C. TremblyAs someone who deals with language and its vagaries on a daily basis, I am sometimes amazed at the way certain widely-used terms creep into--or ...
February 24, 2008
Does Our Software Industry Need More Foreign Workers To Survive?If you're a Baby Boomer like I am, you probably get at least one e-mail a week from someone who wants to remind you of ...
February 22, 2008
New COO for Schwab Institutional; Expanded Duties for Sales ChiefSchwab Institutional has named Patricia Cox COO, the position last held by the current head of SI, Charles Goldman. Cox began her career with Schwab in 2000, and comes to Schwab's advisor division from its retail unit, Schwab Investor Services, where she has been in charge of client service and...
February 05, 2008
Kaiser To Use EHealth TechnologyA managed care company is licensing technology from a Web health insurance broker.Kaiser Permanente, Oakland, Calif., will be licensing use of a Web sales system ...
February 05, 2008
Kaiser To Use EHealth TechnologyA managed care company is licensing technology from a Web health insurance broker.Kaiser Permanente, Oakland, Calif., will be licensing use of a Web sales system ...
February 01, 2008
The Ticker's Rise and FallWithin the living memory of some financial market professionals today is a technology that was crucial to stock trading from not long after the Civil...
January 29, 2008
Tech Bits: Insurance Technologies, ConnectureInsurance Technologies Corp. has acquired the Insurance Website Builder system from Evolution Designs Group Inc.Insurance Technologies, Carrolton, Texas, also will acquire a collection of technology ...
January 29, 2008
Tech Bits: Insurance Technologies, ConnectureInsurance Technologies Corp. has acquired the Insurance Website Builder system from Evolution Designs Group Inc.Insurance Technologies, Carrolton, Texas, also will acquire a collection of technology ...