Davis Janowski over at Investment News highlighted a few blogs in the financial adviser service space in his weekly column, Tech Bits. He identified a new blog called Money Bytes authored by Edmond J. Walters, CEO and Founder of eMoney Advisor, Inc. I had the opportunity to speak with Mr. Walters about eMoney at an FPA annual conference and I’m happy to see the product doing well in the adviser marketplace.
The first thing I did was hop over to Money Bytes and try to add an RSS feed to my Google Reader. Oops, no feed exists for the Money Bytes blog. Also conspicuously missing is the ability to leave comments on blog posts. Hmm. Does this really qualify as a “blog” in the Web 2.0 sense, or is it simply a standard advertising page supplied with weekly commentary?
Financial advisers create large volumes of data due to the comprehensive nature of the financial planning process. Portions of the material generated include documents that can easily be searched, such as Word documents of financial plans, Excel worksheets with calculations, and email correspondence with clients and allied professionals.
This morning when I arrived at work I received a notification from the 
As a busy financial planning professional, I send out many requests for meetings, conference calls, and other events throughout each week. Some are fairly easy to schedule, such as one-on-one time with a co-worker, but every so often there are times where I need to send a request to numerous individuals and make a futile attempt to work around their own busy schedules.
During the production of our 
The Financial Planning Association (FPA®) Board of Directors recently approved changes to its membership structure, most notable of which is an increase of up to $100 in membership dues. The changes become effective on June 1, 2008.
I have invested many months in an attempt to make the production of quarterly reports much more of a turn-key process in my firm. I am happy to say that by lunchtime on April 2nd, I finished all the quarterly reports and associated workpapers that will be provided to the planners and, ultimately, to our clients. (Update, April 3: Well, I discovered errors within the reports, but they are due to a custom plugin to our Portfolio Management Software, 
