We spent the week finalizing details on several new speaking engagements and attended Redtail University in Dallas on Tuesday to get a better look at Redtail’s Project Leapfrog CRM (a name we’re fond of as Bill once wrote software for LeapFrog Toys).
See our speaking page to view details on new engagements added for FPA chapters and NAPFA conferences later this year.
Without further ado, here are this week’s stories of interest:
Commonwealth Finds Compliant Solution to Interactive Social Media from FA-Mag.com (additional coverage from AdvisorOne.com)
FPPad readers know about Commonwealth Financial Network’s relationship with Erado from our Bits and Bytes coverage on April 8. In June, Commonwealth will be the first broker-dealer to roll out what it considers to be a FINRA-compliant social media solution to its reps. What remains to be seen, though, is exactly who is responsible for creating and maintaining social media policies and procedures: Commonwealth’s compliance department, individual reps, or both?
Trust Company of America adds inexpensive Black Diamond technology — in its own way from RIABiz.com (and press release coverage from FA-Mag.com)
With an eye toward creating a slick package of integrated, easy-to-use software for breakaway brokers, Trust Company of America reported today that it became the latest asset custodian to make Black Diamond Performance Reporting part of its arsenal.
Make sure all your data are safe from InvestmentNews.com
Keeping client data safe has become even more important in light of all the sensitive information that is now being stored on portable devices.
Read the final part of an interview AdvisorWebsites.com conducted with Bill on financial adviser technology:Bill Winterberg Talks Technology: Part 4 (be sure to read Part 1,Part 2 and Part 3).
