Tag Archives: FPA Retreat 2011

FPPad Bits and Bytes for April 29

Posted on April 29, 2011 by in Bits & Bytes

Today is the beginning of a busy itinerary for us at FPPad. We’re starting a short vacation to visit family in the Mid-Atlantic, then flying to Ft. Myers, Fla. for FPA Retreat 2011, swinging back north to Baltimore for a few days, then returning to Dallas May 9.

We’ll do our best to provide a weekly update on May 6, but if not, this week’s Bits and Bytes will have to hold you over for two weeks.

TD Ameritrade brings software elite to Dallas for an API summit from RIABiz.com

TD Ameritrade Institutional welcomed around a dozen financial adviser technology providers to its two-day Technology Summit this week in Dallas, TX and provided updates on using its Application Programming Interface.

BlazePortfolio Unveils ATOM ALIGN Cloud Service from BlazePortolio.com

BlazePortfolio today announced the launch of ATOM ALIGN Cloud Service, a hosted rebalancing and trade order management solution for investment organizations.

Choosing Software That Works for Your Advisory Firm-Part 4: Building an Action Plan from AdvisorOne.com

The fourth update 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.

 

And in case you missed our earlier post, read BrightScope Launches Advisor Pages™, Aggregates SEC/FINRA Sources to Improve Adviser Search

One innovative company is attempting to change the way consumers search for financial advisers.

 

FPA Retreat 2011 Early Bird Deadline is Friday, March 25

Posted on March 21, 2011 by in Professional Development

As we’ve said before, May is a busy month for conferences and events. Leading off the month is FPA Retreat 2011 held May 3-6 in Bonita Springs, Fla.

If you register for Retreat by Friday, March 25, you’ll save $100 off the regular conference registration.

Bill will be involved in two sessions at the event. First, he will moderate a session on Wednesday titled Social Media – It Isn’t About Where You Ate Last Night featuring panelists Rick Kahler, CFP®, Tim Maurer, CFP®, and Carl Richards, CFP®.

Then on Thursday, he’ll be introducing a new presentation titled Cultivating Clients in a Connected World where he will address the changes advisers must make to their financial planning services in response to today’s connected world. Here’s the description of his new presentation, for which 1.5 CFP® CE credits have been applied:

Your clients and prospects are communicating and connecting in new ways. Are you ready to engage them? The Information Age is evolving into an era where smart phones, cloud computing and social networks are transforming the way we live and work. But these new technologies can also reveal planning opportunities for your clients if you know where to look. Gain insight on cultivating client relationships in ways that never existed before.

Consider adding FPA Retreat 2011 to your schedule and plan to benefit from this one-of-a-kind advanced financial planning conference.