Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
ACORD Names Chair
By Staff WriterNU Online News Service, Jan. 29, 2004, 12:59 p.m. EST -- A key insurance technology group has named its new officers and board members.[@@]The ...
January 01, 2004
Backup Systems Debut At ComdexLas Vegas Long-term data storage is an important consideration, but how can agents and insurers protect themselves against loss of critical data that may be ...
January 01, 2004
A Guru Rates The Years Best And Worst Tech DevelopmentsIf you were to make the perhaps arduous pilgrimage to my secluded guru den high above the teeming metropolis of Hoboken, N.J., you would doubtless ...
January 01, 2004
Eyes on the PrizeThis is the second in a three-part series on the challenges facing fee-only advisors. Part 1, which appeared in the December 2003 Investment Advisor, addressed...
December 04, 2003
Cook To Use BluePhoenix COBOL TechnologyNU Online News Service, Dec. 4, 2003, 11:33 a.m. EST -- Cook Systems International Inc., Memphis, Tenn., has agreed to use technology from BluePhoenix ...
December 04, 2003
Spam Is A Productivity KillerLas Vegas Spamunsolicited e-mail, usually for commercial purposesis not only a nuisance for corporate users, it is a drain on productivity, said a panel of ...
December 01, 2003
Resource AidsPlanners oJeffrey H. Massey, Massey & Associates, Inc., [email protected] oJoel A. Larsen, Larsen Financial Strategies Group of Wachovia Securities,[email protected]; TDD phone: 707-422-1762 oLee Kramer, Kramer Financial Inc., [email protected] Technology oDarren...
November 20, 2003
Use Tech To Map 2004 Sales StrategyByNow is the time for investment professionals to determine how they will manage their business in 2004 to meet the years sales plans and production ...