This is it, the final Bits and Bytes post of 2010. Bits and Bytes has drawn consistent traffic week after week, so we will continue our efforts to publish what we think are the best tech-related stories for financial advisers from around the web.
Here are this week’s stories of interest, and have a Happy New Year:
Custodians taking closer look at adviser compliance from InvestmentNews.com
Custodial firms have been raising the compliance bar for registered investment advisers, in some cases making it tougher for them to find a home.
Why B-Ds Should Embrace Social Media Now from Financial-Planning.com
Social media is the elephant in the room even if broker-dealer firms refuse to acknowledge its presence. Worse, continuing to do so could cost these firms their top talent as advisors migrate to platforms that help them be more productive.
Small Companies Look to Cloud for Savings in 2011 from WSJ.com
A growing number of small-business owners are expected to try cloud computing services next year, hoping to trim costs and stay up and running if disaster strikes.
Rock Point Advisors Leverages Advent’s Moxy(R) as a Standalone Solution from TradingMarkets.com
Advent Software, Inc., a leading provider of software and services for the global investment management industry, today announced that investment management firm, Rock Point Advisors, is enjoying the benefits of Moxy(R) as a standalone solution. Rock Point is one of the first advisory firms to use Moxy(R) in conjunction with PortfolioCenter(R), Schwab Performance Technologies’ portfolio management solution.
