Did you file your tax return yet? We managed to file a few days before the potential government shutdown.
But if you’re still scrambling to complete those last few client returns (or extension filings), here’s a 60-second breakdown of this week’s top stories in financial planning technology so you can get back to your forms.
The inside story of a giant RIA’s move to Tamarac from Advent from RIABiz.com
The thought process behind $2-billion Signature Estate’s move from Advent to Tamarac for its portfolio management technology.
Mobile Apps 101: 10 Must-Have Applications for Every Advisor from Financial-Planning.com
Whether it’s an iPad, Android, BlackBerry or iPhone, just about everyone these days is walking around with a digital appendage to keep themselves constantly in the know and able to communicate with friends, family and business associates around the clock.
Read this month’s MorningstarAdvisor.com column Avoid E-mail Audit Headaches to determine how technology can prevent last-minute scrambling to assemble e-mail records for examiners.
And finally, read part three of an interview AdvisorWebsites.com conducted with Bill on financial adviser technology:Bill Winterberg Talks Technology: Part 3 (read Part 1 and Part 2)
