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Here are this week’s stories of interest:
Smarsh releases Web Archiving, an automated solution to archive adviser websites from FPPad
[If you have a website, you need some solution to capture and archive all your content for compliance purposes. Printing pages to PDFs doesn’t cut it, especially if your site has embedded video or social media feeds.] New automated tool will help registered professionals eliminate tedious manual processes to meet FINRA and SEC requirements.
Schwab taps Tamarac as its next integration partner from RIABiz.com
[I wrote yesterday of Schwab’s selection of Tamarac to its Intelligent Integration initiative. See Schwab adds Envestnet | Tamarac to its Schwab Intelligent Integration™ initiative. Here’s more detail from Brooke Southall at RIABiz with reaction from Schwab’s Neesha Hathi and Tamarac’s Stuart DePina.] Schwab Advisor Services announced today that it has chosen Tamarac to participate in Schwab Intelligent Integration — sticking with the theme of getting CRM integrations in place first.
Austin Powers Can’t Save Your Startup from Benzinga.com
[Another startup retail financial services provider is MyGDP, founded by Scott Bell. I first connected with Bell via Twitter and have enjoyed getting to know him as the development of MyGDP has matured. Here’s a good feature from Benzinga on the lesson Bell learned pitching MyGDP to investors via a not-so-subtle YouTube video.] The International Man of Mystery might be popular, but he can’t help entrepreneurs promote their startups.
