Tomorrow I’m off to FPA Denver 2010. Please say hello if you spot me in the hallways. Without further ado, here are this week’s stories of interest:
Summit Business Media Launches New Comprehensive Website for Investment Advisors from Businesswire.com
Summit Business Media announced today the launch of a new comprehensive Website for investment advisors – AdvisorOne.com. AdvisorOne.com changes the information landscape in the investment advisory community by providing all of the content important to today’s advisors in one online destination.
Thinking of picking up an iPad? Here’s a few things to consider from InvestmentNews.com
Because of the near-mania over the Apple iPad, I’ve been bombarded of late by advisers who want to incorporate the device into their practices but aren’t really sure what it can do for them.
Advisor Exchange Provides Transaction Level Detail from AccountAggregation.com
Recently, a number of prominent advisors have asked me about several assumed limitations of Advisor Exchange. Many of the assumptions were simply wrong and required a quick demo of our application to clear things up, but others were due to misinformation shared by one of my competitors. So I want to take a minute to give you some background on Advisor Exchange and our application.
Audit Ready from Financial Advisor Magazine
This tool should make your SEC audit go more smoothly.
FP Software Survey Says Advisors ‘Rushing to Windows 7’ from OnWallStreet
Marion Asnes and Joel Bruckenstein presented initial findings from its annual survey of advisors at the 2010 conference of the Financial Planning Association, held in Denver. As of Thursday, more than 2,250 advisors, planners and industry participants had responded to the survey.
