It was another short week for me, as I returned from FPA Denver 2010 Tuesday night and had just two days working in the office. Nevertheless, this week’s Bits and Bytes features some of the best stories I encountered over the week. Enjoy!
First up, get our consolidated recap of the Financial Planning Association’s national conference, FPA Denver 2010:
FPA Denver 2010 Live Blog: Day 1 Recap
FPA Denver 2010 Live Blog: Day 2 Recap
FPA Denver 2010 Live Blog: Day 3 Recap
FPA Denver 2010 Live Blog: Day 4 Recap
Fidelity’s WealthCentral is solid and smart but still has seams from RIABiz.com
For a young technology system, Fidelity’s WealthCentral has a lot of bragging rights. But it still needs to prove itself to a world of financial advisors— including its own RIA clients.
Advisers optimistic about technology’s direction from InvestmentNews.com
Without a doubt, 2010 is a far better time to start an advisory business than at any point in the last 30 years, according to the participants in InvestmentNews’ technology round table.
Financial Firms Take to Facebook, Tweeting from TheStreet.com
After considerable foot-dragging and regulatory confusion, asset management firms are finally exploring and exploiting the world of social media.
And to wrap up, my October technology column at Morningstar Advisor, Your Back Office Gets Social.
See you next week (as long as I don’t get selected to a jury on Monday!)
