The Financial Planning 2011 Technology Survey is now available to view online. As in past years, I’ll provide my summary of the survey statistics, so look for that update soon. In the meantime…
Click here to view Financial Planning’s 2011 Technology Survey.
The Financial Planning 2010 Technology Survey (formerly known as the Software Survey) is now available. As in past years, we’re going to provide our summary of the survey statistics. We’re on a break to end the week, so that post will come soon. In the meantime…
Click here to view Financial Planning’s 2010 Technology Survey.
Yes, FPPad has been very quiet for the month of July. We’re working hard behind the scenes managing consulting projects for clients, caring for my 16-month-old son, and authoring contributions to trade magazines and journals.
On the authoring front, I want to share a column I wrote for the August issue of Financial Planning magazine. Titled Better Balance, I highlight the trend of increased use of rebalancing software programs, but also address how these programs help with a firm’s fiduciary obligation to treat all clients fairly and equitably.
Click here to read Better Balance at Financial-Planning.com.
I hope you enjoy the column, and feel free to leave feedback in the comments below.
Black Diamond Performance Reporting of Jacksonville, Fla. just announced that it is releasing an enhanced portfolio management and reporting platform called BlueSky.
To read the press release from Black Diamond, click the following link: http://www.blackdiamondreporting.com/whoweare/press
BlueSky is a web-based platform that enhances standard portfolio management and performance reporting features by adding an array of customizable options. BlueSky users can now configure the appearance and settings of their home page under the SkyViews feature.
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 Financial Planning’s 2009 Software Survey.
Just as I did last year, I’m posting my 30-second summary of the review. I’m listing each comment along side those of 2008 for easy comparison. Read More…
I have an exciting announcement to make, which in part explains the delays in updates to the FPPad.com blog.
I was asked, and have accepted, to be the technology contributor to a new practice management website for financial advisers, advisorsforadvisors.com.
Now I must admit, practice management website is not the best way I’d describe advisorsforadvisors. Yes, you will find articles and commentary on practice management issues, but advisorsforadvisors offers much more.
advisorsforadvisors is positioned to be a key destination for financial advisers looking for timely, relevant information on the markets and economy, investment news, regulatory changes, compliance, marketing, practice management, software reviews, and technology.
