Happy Halloween! This week’s edition of Bits and Bytes is full of all treats and no tricks.
Here are this week’s feature stories:
At Schwab IMPACT 2010, Charles Schwab Advisor Services selected the first Intelligent Integration partners. Here’s coverage from the web:
Junxure, Salesforce, Microsoft Dynamics Are The First Schwab Intelligent Integration Partners from FPPad.com,
Schwab Looks To Integrate Registered Independent Advisers’ Tech Systems from WSJ.com, and
Schwab chooses some giant software partners, apparently with big RIAs in mind from RIABiz.com
Thanks to our sources on the ground (John Stone of Revenue Architects and Tim Welsh of Nexus Strategy) at Schwab IMPACT 2010, we now know the first Intelligent Integration partners announced by the company this morning.
Fidelity arms its RIAs for battle with white-glove brands from RIABiz.com
Fidelity WealthCentral for Family Offices integrates portfolio reporting and trading and allows a view of holdings including alternative assets. Services such as trust, partnership accounting, private foundation services and general ledger export services are included. Most important: it can provide an ultra-affluent client with a dedicated relationship management team and investment analyst/trader.
ByAllAccounts’ Survey Reveals the Top Reasons Financial Advisors Would Consider New Portfolio Management System from Marketwire.com
ByAllAccounts, Inc., the financial advisors’ choice for account aggregation, today announced survey results that show financial advisors are generally loyal to their portfolio management systems of record. Nearly 70 percent of survey respondents are somewhat or extremely unlikely to switch from their current system to a new one in 2011.
And finally, my blog post for October, Convert Business Card Info in a Snap, at MorningstarAdvisor.com
While attending a huge conference such as FPA Denver 2010 has many advantages, one minor drawback of connecting with so many new people is processing the large stack of business cards collected after returning home from the event.
