Merry Christmas from FPPad! Sit down with your favorite browser (might I recommend Google Chrome?) and hot chocolate to take in this week’s Bits and Bytes.
Here are this week’s stories of interest:
SEC’s New Form ADV Requirements: Fidelity Offers Guidance from AdvisorOne.com
Fidelity Investments is scheduling a series of webinars and regional workshops in 2011 to help its registered investment advisor clients who are worried about complying with the Securities and Exchange Commission’s latest regulatory changes.
How Will Mobile Technology Impact Advisors? from AdvisorTV.com
In this 5-minute video, Les Satlow of Cabot Money Management says advisors are embracing mobile technology. Tools including “cloud-like applications,” social media and iPads are helping them get closer to clients and build new business.
Neesha Hathi: Leader of Schwab tech project under pressure from InvestmentNews.com
While she always appears unruffled in public, Neesha Hathi is under pressure to bring Charles Schwab Advisor Services’ multi-million dollar effort, now formally called Schwab Intelligent Integration, to fruition and boost the firm’s chances to remain the top dog among custodians serving the growing registered investment adviser sector.
iPad’s Next Life: Sales, Information & Action Tool from Financial-Planning.com
Tony Mayo thinks the iPad is a “game-changer.” He’s the chief technology officer of Dreyfus Corporation, manager of more than $400 billion in mutual funds and separately managed accounts. And he’s in the process of giving iPads to every one of Dreyfus’ 70 salespeople, across three divisions.
NetX360 Mobile for iPad from Apple iTunes
In today’s marketplace, it is critical that you stay connected. NetX360™ for the iPhone enables you to conduct critical business operations while you’re on the move—wherever you are. It will also help you stay on top of the latest market developments and updates, and provide access to essential activities that support your business.
