This week’s FPA NorCal Conference wrapped up a hectic month of May, involving four separate conferences in four cities across the U.S., combined with two short vacations coupled with the travel.
Still, we’ve managed to keep an eye out for relevant technology articles in the financial planning profession. Here are this week’s stories of interest:
AIG’s Advisor Group to roll out revised platform from InvestmentNews.com
See what an investment in the “healthy seven digits” looks like for representatives under the AIG Advisor Group technology platform.
Commonwealth’s revamp of technology includes subtracting Advent from RIABiz.com
Advent first buys Black Diamond, but then Commonwealth Financial Network breaks its ties with Advent Software citing a lack of value for the cost.
One-Click Calling from CRM at MorningstarAdvisor.com
In Bill’s monthly blog at Morningstar Advisor, he discusses how advisers can simplify making phone calls with web browser extensions. Say goodbye to 10-digit dialing!
