Today is the final day of the TD Ameritrade Institutional 2012 National Conference. I’m appearing on an all-star technology panel along with Davis Janowski of InvestmentNews, Joel Bruckenstein, Publisher of Technology Tools for Today, and Andy Gluck, President & Editor of Advisors4Advisors.
Follow the #TDAI2012 hashtag on Twitter for real-time conference updates. Will there be some fireworks emanating from this event? We’ll see.
But in the meantime, enjoy this week’s best technology stories from around the financial planning industry:
Laserfiche user conference draws a big crowd that wants to toss filing cabinets from RIABiz.com
[You saw my updates from the conference last week, so add this review from Nexus Strategy’s Tim Welsh to round out the perspective of Laserfiche’s annual user conference.] Showing off the user-base muscle of the firm’s 30,000 customers, the Laserfiche Empower 2012 conference convened at the Anaheim (Calif.) Marriott over three days, Jan. 25 to Jan. 27.
inStream, in the Moment from Financial-Planning.com
[The secret’s out on one new tool that has the potential to change most financial planners’ value proposition. Instead of reacting to the planning needs and questions of clients, startup inStream Solutions offers ways planners can be proactive with clients.] While it’s early in the game, inStream Solutions might be next in this line of financial planning software innovators. It’s a free, goal- and cloud-based planning solution for financial professionals. That’s right, free.
