It’s been another busy week this week with phone calls squeezed in on Monday and Tuesday, a presentation to the FPA of San Antonio and South Texas on Wednesday, an all-day client visit on Thursday, followed by a day off with my son on Friday.
In the meantime, I’ve gathered the best stories on adviser technology from around the web:
Getting a handle on adviser technology from InvestmentNews.com
A link to InvestmentNews’ adviser technology survey is in this column, the results of which will be featured in the Aug. 22 issue of InvestmentNews.
Review: EISI is producing a simpler NaviPlan in an effort to keep its towering market share from RIABiz.com
According to a 2010 Aite Group report, EISI’s 250,000 users account for 25% of the financial advisors that are candidates for using financial planning software. This is more than the next three competitors combined.
NPH Contracts with Erado to Monitor Advisor Social Media Use from Financial-Planning.com
National Planning Holdings, Inc., one of the nation’s larger independent broker-dealer networks, announced this week it has contracted with business technology firm Erado to supply its more than 3,500 affiliated representatives with compliance services for social media applications.
