Our review of Laserfiche Empower 2011 is still in its draft stages while we’ve been preparing content for the upcoming T3 Conference in February. It’s been another busy week behind the scenes at FPPad, but we’ve selected a few top stories of interest from the past week:
CashEdge Survey Reveals Opportunities Exist for Advisors to Generate New Fee Income Using Aggregation Technology at Yahoo! News
AllData Advisor’s sophisticated aggregation technology offers opportunity to increase fees charged for advice on held-away assets (Bill says, “Yes, but FPPad readers know this already!”)
iPipeline Acquires GaleForce Solutions and Leading CRM Suite at DestinationCRM.com
iPipeline, a provider of on-demand software that supports marketing, selling, and processing solutions for the nation’s top insurance companies, has acquired Vancouver-based GaleForce Solutions, a provider of advanced CRM with client management, productivity, compliance and security tools, and industry-specific integrations to broker-dealers, banks, wealth management advisors, insurance agents, and other financial services professionals.
Will the Real Financial Planners Please Stand Up at Financial-Planning.com
We call this the “financial planning profession,” right? So here’s a topic for discussion: how is it that many people calling themselves a financial planner don’t actually do financial planning work for their clients?
