Bill is attending NAPFA National 2011’s final day today after appearing as a panelist for Thursday’s session on adviser technology. As always, look for the live tweets from this conference which can be found under the #NAPFA11 hashtag.
Here are this week’s stories of interest:
Behind the scenes in social media at InvestmentNews.com
As regulators take their own sweet time coming up with guidelines for social media, the marketplace is coming up with its own solutions for financial advisers.
A blessing from Charles Goldman helped seal the Advent-Black Diamond deal from RIABiz.com
It was a big deal for the RIA business. Yet the planned combination of Advent Software and Black Diamond was not so large that investment bankers got called in to finance or advise on the transaction. What sufficed in place of Goldman Sachs, it turns out, was Charles Goldman.
Tweets That Mean Business from Financial Advisor Magazine
Advisors are finding that social media is more helpful than just sharing silly things like what you ate for dinner last night.
