04/18/2012 UPDATE: The Independent Advisor Tech Forum is no more, as the domain registration has expired. Still, you can get great information on advisor technology right here! Subscribe today.
In Friday’s Tech Bits column on InvestmentNews, Davis Janowski highlighted a new technology-oriented website targeted “for financial advisors affiliated with a broker dealer and/or wirehouse who are interested in becoming independent.”
Click here to visit Independent Advisor Tech Forum. (link removed)
Independent Advisor Tech Forum is a collaborative effort spearheaded by several technology vendors in the independent adviser space. The list of participants is a genuine who’s who of big players in the technology space for CRM, paperless office, and performance reporting. Here’s a short list of who’s involved:
For more information on the participants, click here check out the partner page (link removed).
The site is more reminiscent of a blog rather than a “forum,” as the articles are posted in a blog style rather than in the traditional discussion forum format. In other words, users of the site can only reply to existing posts via comments versus having the ability to post new topics in a true forum format (for example, AdvisorMax Discussions and Financial Planning’s Discussion Community). I guess that’s the nit-picky, detail-oriented side of my personality coming out.
While the forum is targeted to registered reps considering a shift to independence, independent advisers should find useful articles and discussions sprinkled throughout the content. Still, I anticipate the site may be short on comprehensive content about the specific “how-tos” of managing technology as its focus is mainly on extolling the benefits of the products sold by the vendors.
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[…] last one I’ll mention I just found about today (on FP Pad). It’s the Independent Advisor Tech Forum (IATF), although the name is a bit misleading as their […]