Tag Archives: Web 2.0

FPPad On Google Wave; Now What?

Posted on November 18, 2009 by in Technology

Over the weekend I received an invitation to Google Wave and have finished setting up access with my account.

What’s Google Wave?

My favorite description so far of Google Wave is that it’s the Play Doh of communication: there are no obvious instructions, but you can pretty much do anything with it.

So if you’re on Google Wave, connect with me and let’s see what we can make. (Sorry, I’m out of invitations!)

My address is billwinterberg@googlewave.com.

I also created a public wave specifically for financial planning. Search for with:public “financial planning” to find it.

Explore the Independent Advisor Technology Forum

Posted on December 14, 2008 by in Efficiency, Practice Management, Technology

04/18/2012 UPDATE: The Independent Advisor Tech Forum is no more, as the domain registration has expired. Still, you can get great information on advisor technology right here! Subscribe today.

In Friday’s Tech Bits column on InvestmentNews, Davis Janowski highlighted a new technology-oriented website targeted “for financial advisors affiliated with a broker dealer and/or wirehouse who are interested in becoming independent.”

Click here to visit Independent Advisor Tech Forum. (link removed)

Independent Advisor Tech Forum is a collaborative effort spearheaded by several technology vendors in the independent adviser space.  The list of participants is a genuine who’s who of big players in the technology space for CRM, paperless office, and performance reporting.  Here’s a short list of who’s involved:

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Boarding the Twitter Bandwagon

Posted on May 30, 2008 by in Technology

TwitterA few days ago I encountered an article on TechRepublic by Jason Hiner.  He mused as to whether or not Twitter is the most important web development of 2008.

Jason’s article incited a flurry of comments as to the relevance of such a simple application, but there doesn’t appear to be an overwhelming consensus arguing a particular side.  On the one hand, Twitter provides a super-quick way to post updates on current user activities.  On the other, Twitter provides an outlet for updates on any topic, from business activities to what’s cooking for dinner.  Personally, I’m not captivated by knowing what’s on my friends’ culinary menu.

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