Ethan Eden, founder and CEO of Market76
This week’s FPPad On Air guest is Ethan Eden, founder and CEO of Market76, and we’ll cover what’s new in CRM software and how his company’s product is different from the traditional systems with which advisers are familiar.
You can view the broadcast on the FPPad On Air page beginning at 4:15pm ET or get the link through my Twitter feed.
Here are this week’s stories of interest:
[Here are two solutions to the age-old question on social media: what should you post, and how do you keep posts compliant? First, RegEd now offers a library of pre-approved content suitable for social media (for those of you who constantly have a broker-dealer staring over your social media shoulder) and a broader range of words and phrases the program uses to scan social medial posts for potential compliance issues. What’s not to like?] RegEd, the leader of compliance technology in the financial services industry, announced today two major features, the social media content library and multiple-lexicons, as part of their Social Media Archiving and Surveillance solution, powered by Arkovi.
12 key events of 2012 that rocked the RIA technology landscape, Part 1 from RIABiz.com
[In what essentially represents a top 12 list (Part 1 has 6 items) of tech related RIABiz stories of 2012, contributor Lisa Shidler recaps some of the major and minor trends that will no doubt play a growing role in how advisers manage and grow their business.] Our identification of big technology events that happened in the past year starts with Salesforce, Junxure, Techfi, NetX360, IAS and MoneyGuidePro. As we move toward number one in our second installment, the names in many cases become less familiar, not more so, which indicates just how fast RIA technology is moving.
