Sorry for the late delivery, but you’re not missing much this week. Once again, the feeds have been light in terms of financial planning technology news, so you can get an early start to the first weekend of spring!
Here are this week’s stories of interest:
Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future from RIABiz.com
[I’m holding my new iPad in my hands as we speak (and no, it’s not that hot), as are many advisers. But in terms of building and supporting custom mobile apps, or using those provided by custodians, advisers are just not on board in large numbers.] Despite the worldwide craze for mobile apps, RIAs are proving resistant to their lure.
2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors from AdvisorOne.com
[I attended this event and hope to have my review up next week. In the meantime, advisers generally don’t have much to fear in terms of technology competition from the majority of broker-dealer firms out there.] A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday. The conference featured 30 technology vendors presenting to broker-dealer executives and IT staffers.
RIA and Broker-Dealer Ameritas to Use Socialware for Compliance from Financial-Planning.com
[Two weeks ago it was Principal Financial Group selecting Actiance social archiving, this week it’s Ameritas and Socialware. Social media archiving companies are really taking advantage of this market and publicizing new relationships rapidly.] The more than 1,300 registered representatives and financial advisors at Ameritas Investment will now be able to breathe easy as they tweet — the RIA and broker-dealer just partnered with Socialware, a provider of social media compliance software.
