Day two of the NAPFA Technology Conference has been exhausting. Admittedly, I was up late last night, but digesting the volume of information and resources highlighted today is something I’d compare to drinking water from a fire hose. So here it is, a recap of day two:
If you haven’t seen a Tamarac demo, DO IT NOW! If your firm trades on a consistent basis (e.g. over 2,000 trades a year or so), Tamarac will save time, reduce mistakes, and facilitate compliance.
Tamarac is poised to give 3rd party money managers a run for their money.
I recommend requesting a demonstration of the program. Connor Wilson presented for this conference, and he has deep knowledge of the program yet is able to explain its complex features with ease (note: I receive no compensation whatsoever for saying this, as noted in my About page).
If you haven’t done so already, read the Business Insight section of today’s Wall Street Journal. Look for the article titled Get Rid of the Performance Review! by Samuel A. Culbert.
Earlier today, 
Today’s post is a part of 
Did you have clients perform an IRA conversion to a Roth IRA last year? If so, I’m willing to bet that the value of the account when the conversion took place is a bit higher than it is now. There may still be time to undo the conversion and potentially save clients money.
This year I was not able to attend the 
