Bill’s recovery from last week’s illness has been slow, so progress on projects at FPPad headquarters has been incremental this week. Nevertheless, we’ve made sure to scour the industry’s top sources of technology related articles for the financial planning community.
Here are this week’s top stories:
Socialware Joins with LinkedIn to Unlock Social Media for Financial Services from Socialware.com
Socialware, the leader in social media compliance and engagement, today announced an exciting relationship with LinkedIn that will enable financial services organizations and professionals to access the extensive networking, marketing and research capabilities available on LinkedIn while remaining compliant with SEC, FINRA, IROC, FSA and state regulations on electronic communication.
Eavesdropping on the FPA Business Solutions conference: Mobile apps, web-based marketing — and how you can make the most of the connected world from RIABiz.com
Fittingly located near MIT, the FPA Business Solutions 2011 conference had a technology bent in an agenda jam-packed with business and practice management content.
Best Minds Converge in Boston from ByrnesConsulting.com
Mike Byrnes of Byrnes Consulting published six articles and photo reviews of last week’s FPA Business Solutions 2011 Conference. Our favorites are Six Technology Tips From The FPA Conference and Social Media Compliance Is A Gray Area
Giant of the broker-dealer tech world takes aim at Advent at RIABiz.com
(Bill’s note: If you’re a big (>$500m AUM) firm that seeks an elite portfolio management platform, here’s one worth considering.) Vestmark, which provides the technology behind big name companies like LPL Financial and UBS, is taking its time-tested platform directly to RIAs.
And finally, this month’s technology column from Morningstar Advisor, New Trends in Tech at T3.
