Today is the beginning of a busy itinerary for us at FPPad. We’re starting a short vacation to visit family in the Mid-Atlantic, then flying to Ft. Myers, Fla. for FPA Retreat 2011, swinging back north to Baltimore for a few days, then returning to Dallas May 9.
We’ll do our best to provide a weekly update on May 6, but if not, this week’s Bits and Bytes will have to hold you over for two weeks.
TD Ameritrade brings software elite to Dallas for an API summit from RIABiz.com
TD Ameritrade Institutional welcomed around a dozen financial adviser technology providers to its two-day Technology Summit this week in Dallas, TX and provided updates on using its Application Programming Interface.
BlazePortfolio Unveils ATOM ALIGN Cloud Service from BlazePortolio.com
BlazePortfolio today announced the launch of ATOM ALIGN Cloud Service, a hosted rebalancing and trade order management solution for investment organizations.
Choosing Software That Works for Your Advisory Firm-Part 4: Building an Action Plan from AdvisorOne.com
The fourth update in a six-part series by Spenser Segal of ActiFi designed to present best practices to advisors on how to choose, implement and monitor new technology for an advisory firm.
And in case you missed our earlier post, read BrightScope Launches Advisor Pages™, Aggregates SEC/FINRA Sources to Improve Adviser Search
One innovative company is attempting to change the way consumers search for financial advisers.
