We delivered our presentation materials to the FPA Retreat 2011 task force this week and are taking today off to attend the FPA DFW Ballpark event and satisfy the CFP® certification ethics CE requirement.
Without further ado, here are this week’s stories of interest:
T3 Technology Conference Reports Record Attendance at 2011 Event, Announces Dates and Location for T3 2012 from PRNewswire.com
David Drucker and Joel Bruckenstein, producers of the T3 Technology Tools for Today™ newsletter and annual conference, today released additional statistics and comments about the sixth annual T3 conference, held at the Grand Hyatt Weston in Florida February 16–19th, 2011. In addition, the conference organizers have now announced the dates and location for T3 2012.
Technology helps advisers tap insight on global scale from InvestmentNews.com
A new web-based charting platform called HiddenLevers helps investors and advisers understand the potential portfolio impact of macroeconomic changes.
And read a portion of an interview AdvisorWebsites.com conducted with Bill on financial adviser technology: Bill Winterberg Talks Technology: Part 1