I’ve been on the road the entire week, but still stopped to build a list of best tech-related stories in the financial planning industry for you.
And don’t forget; if you’re attending FPA Experience this weekend, I’m presenting Transformative Technology You Can Implement Today on Sunday 9/30 at 11:15am in room 217 B-C on the Concourse Level of the Henry B. Gonzalez Convention Center. See you there!
Here are this week’s stories of interest:
Putnam Launches Financial Advisor Blog from FA-Mag.com
[Kudos for the fund company for investing in the creation of technology content for advisers. The blog is largely made up of short 1-minute video walkthroughs, primarily showing off simple things to do on an iPad. One noteworthy video is the one on Dropbox; I’m surprised the video doesn’t include a disclaimer about checking with compliance before using Dropbox (or any similar app) to store files containing client information (see Dropbox for Financial Advisers: Is it Safe? Secure?).] Putnam Investments, which was recently voted to have the best website in the asset management industry for financial advisors by Kasina, is expanding its social media presence with a blog launched today to communicate with advisors.
