Wow, what a packed week at Schwab IMPACT! Still, I took time out of my schedule to assemble this week’s top articles in financial adviser technology (and there are plenty!).
First, if you continue to seek guidance regarding online document storage solutions (like Dropbox, SugarSync, et. al.), read my column in November’s Journal of Financial Planning, Evaluating Online Document Storage.
Then, catch my coverage of IMPACT in these two posts:
- Live from IMPACT® 2011: Broadcast audio live from your mobile phone
- Live from IMPACT® 2011: What sets Schwab IMPACT Award winners apart?
Here are this week’s stories of interest:
Evolution of Orion from FA-mag.com
[Orion made a series of waves in the technology ocean back in August, which I covered in a series of posts. Here Joel Bruckenstien summarizes how Orion has put some serious pressure on technology providers in the independent adviser market.] Orion Advisor Services LLC is a firm that seemingly flies under the radar of many financial advisors. Orion’s journey from a service bureau start-up to technology innovator has been anything but typical.
Integration Key to Tech Advantage from AdvisorOne.
[You hear this over and over: integrated solutions can offer big time and cost savings. But at least Eric Clarke, president of Orion Advisor Solutions, provides good rules of thumb for advisers seeking new solutions.] Technology is a pervasive part of any industry and one that is constantly changing. One of the keys for advisors to maintain a comprehensive, efficient technology solution is integration.
New Raymond James Social Media Platform Lets Advisors Use LinkedIn, Facebook, Twitter from AdvisorOne.com
[Erado and Socialware have been the beneficiaries of several broker-dealer engagements as of late, but here comes Actiance making news with its deal with Raymond James.] Raymond James has just implemented a new social media platform from Actiance that will allow the broker-dealer to use social media sites including LinkedIn, Facebook and Twitter while complying with Financial Industry Regulatory Authority (FINRA) regulations.
