I’ve had a wonderful week here in Portland, OR speaking to the FPA chapter, spending the day yesterday in Seattle, and basking in 70 degree summer days. I’ll be back in Dallas Monday and Tuesday next week, then speaking to the FPA of San Antonio & South Texas on Wednesday and all-day client work Thursday and Friday. Whew!
I also just confirmed a new speaking engagement at the Cabinet NG Collaborate 2011 conference to be held in October in Huntsville, AL. See my speaking page for more information.
So with that, here are this week’s stories of interest:
Update on Black Diamond-Advent merger from RIABiz.com
Brooke Southall covers the four things advisers should know about how the knitting together of the two companies is progressing.
MSSB data breach is a lesson for advisers from InvestmentNews.com
Still putting client data on CD-ROMs and USB drives? Davis Janowski highlights several resources and best practices advisers should consider to keep their clients’ personal information safe and secure.
RIAs fed up with Facebook should hop on the Google+ bandwagon from RIABiz.com
So you’ve heard of this new network from Google called Google+. Nevin Freeman and Brooke Southall share their experience on the network and forecast how advisers might adopt it within their practice.
