While August may mean a typical slowdown in client activity for advisors, I’ve had one of my busiest week’s yet. I’m working on my second contribution for the Journal of Financial Planning (to be published in November), conducting research for September’s Morningstar Advisor column, creating content for Blueleaf, and creating two new slide decks for presentations coming up in September and October.
Here are this week’s stories of interest:
Financial Advisors Putting Client Data in “The Clouds” from RegisteredRep.com
[Jude is a good friend and I’m pleased to see this interview about how he runs his new practice almost entirely in the cloud.] When Jude Boudreaux launched his solo practice, Upperline Financial Planning in September, he headed for the clouds. There’s no server, no software upgrades, no technology manager — just him, his MacBook Air and a home office.
Cabinet NG Introduces Industry First Features With CNG-WEB 8 from Marketwire.com
[The battle in document management for financial advisers continues. Cabinet NG steps it up with increased support for web and mobile access to documents stored in its hefty repositories.] Cabinet NG, provider of document management and workflow management software, today announced a new version of CNG-WEB, its browser-based document management interface. This release marks the latest step in the company’s strategy to make documents available to authorized users securely at any time, from anywhere.
Socialware raises $7 million from Statesman.com
[Social media compliance services are getting serious. Many companies are now entering a period of strong growth, including Socialware, which has nearly tripled its staff in less than a year.] Software developer will use funding for research and development, adding staff.
Schwab Intelligent Integration Begins Pilot Phase from Financial Advisor magazine
[Schwab IMPACT is about 2 months away. Will SII’s platform be ready for primetime with all advisers by then?] Charles Schwab & Co. Inc. has completed beta testing of its custom Salesforce integration, and is entering the pilot testing phase.
