Here are this week’s stories of interest:
Pershing keeps ahead in the mobile space with an Android app and mobile trading from RIABiz.com
Pershing is launching an Android version of NetX360 in late April that includes mobile trading capability, adding to its lead in the mobile space over other custodians.
Choosing Software That Works for Your Advisory Firm-Part 1 from AdvisorOne.com
The first in a six-part series by Spenser Segal of ActiFi designed to present best practices to advisors on how to choose, implement and monitor new technology for an advisory firm.
Latest MarketCounsel Acquisition Overlays Operational Expertise with its Leading Compliance Platform from MarketCounsel.com
[Bill’s note: Last week it was FamilyOfficeNetwork that merged with The Efficient Practice, this week the east coast version happened.] MarketCounsel, the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors is pleased to announce the acquisition of Beneficial Concepts Group, LLC.
ByAllAccounts’ Survey Reveals Financial Advisors Are Missing Opportunity to Attract HNW Clients from Marketwire.com
ByAllAccounts, Inc., the financial advisors’ choice for account aggregation, today released results from a nationwide survey of financial advisors on fiduciary responsibility.
And if you missed our update earlier this week, be sure to download the “FPA-ActiFi Adviser Technology Reports: Portfolio Management Edition”, free for FPA members (and at $495 for non-members, it’s well worth the price to join FPA)
