This week’s Bits and Bytes provides tips on how you can ditch your antiquated fax machine, become a top performer, and identify the best financial planning software on the market.
Here are this week’s stories of interest:
Five Best Fax Services from Lifehacker.com
Despite the overall decrease in the popularity of fax machines, faxing is still a common practice in many industries. Here’s a look at five of the most popular services for sending and receiving faxes from a computer—without the clunky hardware.
Secrets of the top performers: The top firms and technology from InvestmentNews.com
What separates the top firms from the rest of the advisory industry? The way they utilize technology, for one. Watch this 3 minute video with Pershing’s Mark Tibergien and InvestmentNews’ Kelli Cruz who reveal insight from the latest Moss Adams/InvestmentNews Financial Performance Study of Advisory Firms.
Naviplan, Money Guide Pro and Advisor Vision Top List of Best Financial Advisor Software from Financial-Planning.com
Naviplan, Money Guide Pro and Advisor Vision are the best products in an increasingly crowded financial-planning software market, according to a new analysis by Aite Group in Boston.
And one story from the previous week that slipped through my filters: As Black Diamond deal starts to click, small custodian gets another hot partner from RIABiz.com
One of the smallest RIA custodians, Shareholders Service Group, has made its third big-league move in a little over a year by signing a deal with Envestnet Inc.
