I’m coming down from last week’s T3 conference where I filmed a dozen new interviews with the advisor technology industry’s movers and shakers. Editing is underway, so look for those videos in a week or two. Here are this week’s stories of interest:
I now have a podcast for FPPad on iTunes. Subscribe here: http://itunes.apple.com/us/podcast/fp-pad-financial-planning/id505230538
Next, read my Quickview post for Morningstar Advisor on why you might want to crowdsource your next logo.
Exclusive: Behind the Envestnet-Tamarac Deal from AdvisorTV hosted by Financial Planning Magazine
[This four minute video features Mike Apker, EVP of Envestnet, and Mark Springer, President and Founder of Tamarac, providing their perspective on the merger announced last week. You’ll learn how long the two companies courted one another and the value proposition each feels the merger will add to the joint companies.]
Scottrade To Offer RIAs Discounted MoneyGuidePro from Financial Advisor
[The most popular financial planning software (see the 2011 Financial Planning Technology Survey) gains another 1,000 users through this partnership with Scottrade.] Scottrade Advisor Services has agreed to license MoneyGuidePro financial planning software on an enterprise basis for its advisors.
As WealthCentral surpasses 2,000 users, Ed O’Brien responds to questions about Fidelity’s technology system at T3 from RIABiz.com
[I interviewed Fidelity’s Ed O’Brien at T3 last week, so look for video of my interview in the next week or so.]
Another Eleven Onboard With Erado Social Media Compliance from Erado.com
[It’s been a while since I last mentioned Erado, but they continue to gain users in the social media compliance market, including the 11 broker-dealers mentioned in this press release.] Erado, the nation’s lead service in SaaS based archiving of electronic communications, formally announces its exclusive agreement to provide social media compliance services to eleven broker-dealers.
