Again, I found myself fully engaged in content creation and research this week. I completed my Morningstar Advisor column for September and added new content to my Transformative Technology slide deck for a presentation in September. Next week I’ll be attending the Gemini + Orion Advisor Forum in Denver, CO, immediately followed by a week of vacation to escape this brutal heat in Dallas.
Here are this week’s stories of interest:
There are multiple stories on Schwab Advisor Service’s Intelligent Integration initiative to kick off this week.
- If you must read only one, read Beta test of Schwab’s long-awaited grand integration plan draws rave, but will the slow rollout prove detrimental? from RIABiz.com, followed by
- CRM Version of Schwab Integration Project Moving Out of Beta Into Pilot Phase from AdvisorOne.com, and
- Schwab Intelligent Integration Begins Pilot Phase from FA-Mag.com
My take: Schwab’s Intelligent Integration is finally producing results. But will Schwab’s approach on limiting its integrations prove to be a prudent move or a platform-limiting one? Think about Apple’s success with app developers: Would the iPhone and iPad be so successful today if Apple were the only developer of applications for the devices?
ByAllAccounts and Redtail Technology Offer Centralized Access to Clients’ Comprehensive Account Data from GlobeNewswire.com
ByAllAccounts, Inc., the financial advisor’s choice for account aggregation, and Redtail Technology, a leading provider of Client Relationship Management software, today announced a partnership that provides financial advisors easy access to a more comprehensive client snapshot.
Special Report: The technology products advisers use most from InvestmentNews.com
My take: There are a few articles here about adviser use of technology plus two updates of survey results listing the most popular technologies overall and by category. I’ll likely compare the InvestmentNews survey results with those of the 2010 Financial Planning Magazine Technology Survey.
A Look Inside LPL Financial’s Social Media Strategy from Financial-Planning.com
[If you’re the nation’s largest independent broker-dealer by assets, just how do you implement social media across thousands of reps?] At focus11, LPL Financial’s national conference held earlier this month, it was clear that social media was clearly more than just a casual “focus” for the 5,000-plus attendees.
