We’re attending the T3 Conference as you read this (follow the Twitter backchannel under #T32011), but through the magic of the Internet we’re able to post our week in review of all things tech in financial planning. This week’s stories of interest start out with the recent request by the SEC to review advisers’ use of social […]
FPPad Bits and Bytes for February 4
The mega-storm that blew across the Central and Eastern United States glazed the streets of Dallas with ice, so we’ve been juggling our schedule this week with primary care responsibilities for our two-year-old son. We’ve postponed four days of work, but we still made the time to monitor the industry’s best tech-related stories for your […]
FPA Denver 2010 Live Blog: Day 4 Recap
Today wrapped up the final day at FPA Denver 2010. Despite the hard rain falling outside in the morning, attendee energy was high as the final two educational tracks were conducted before the conference’s conclusion. Here are my highlights from the final day. I attended the panel discussion on rebalancing software moderated by David Drucker […]
FPPad Bits and Bytes for September 10
As today wraps up a Labor Day-shortened week, Bits and Bytes is brief, meaning you can get through the material much faster! Here are this week’s stories of interest: RedBlack’s Peter Giza gives RIABiz a look under the hood of its Rebalance Express software from RIABiz.com RedBlack, based in Bedford, N.H., entered the rebalancing technology […]
AUM Billing Revisited: You’re Working Harder For Less
Nearly two years ago I wrote this FPPad post about the need for advisers to abandon the AUM fee model. No thanks to another dismal quarter in the stock market, I’m again finding myself thinking about this topic. For the second quarter of 2010, the Dow fell 10 percent, the S&P 500 lost 12 percent […]
Twas the Night Before Christmas: Adviser Technology Edition
Twas the night before Christmas, when all through the firm, Not a loss was un-harvested, not even long-term. Reports were uploaded to portals with care, Right next to newsletters with good news to share. The clients were pleased with their tax assessments, With visions of goals and model investments. My partner and I, after giving […]
Twas the Night Before Christmas: Adviser Technology Edition
Twas the night before Christmas, when all through the firm, Not a loss was un-harvested, not even long-term. Reports were uploaded to portals with care, Right next to newsletters with good news to share. The clients were pleased with their tax assessments, With visions of goals and model investments. My partner and I, after giving […]
Get the Financial Planning 2009 Software Survey
It’s that time of year again when Financial Planning magazine publishes its annual survey of technology in use by financial planners and advisers. This is the third year for the survey, and again Joel P. Bruckenstein tallied up the responses (from over 1,500 individuals!) and reviewed the results. Click here to view Bruckenstein’s review of […]
Tamarac 9 is Industry’s Latest Integrated Solution for Advisers
Sure enough, yesterday I posted about announcements coming from technology vendors leading up to Schwab’s IMPACT 2009 Conference. Today, Tamarac Inc., best known for their SaaS rebalancing solution, announced the release of its Tamarac Advisor® 9 platform (coverage from InvestmentNews). This platform expands on the company’s rebalancing offering to include the following technologies:
Technology Tips to Cut Costs and Increase Revenue
I participated in a webinar on June 9 hosted by InvestmentNews titled “50 Cost-Saving and Money-Making Ideas in 50 Minutes” (blogged about here). The replay of that webinar is available here or use the embedded player below (my portion begins at the -27:50 time point). I highlighted the following 10 technology tips to help advisers […]
