InvestmentNews takes advisers through the developments and innovations in technology that’ll change the way you do business today—and tomorrow.

The top apps being embraced by NextGen advisers

Plus discussion of aggregation from Quovo, tech-centric marketing tactics for firms, and much more.

Jul 3, 2014 @ 11:57 am

By Bill Winterberg

+ Zoom

What an Elite Group of Younger Advisers Has to Say from Advisor Perspectives. I recently served as a facilitator for the annual NexGen conference, this year held on the campus of Augustana University in Moline, Ill., where I was able to gain insight into the very different way that the financial planning landscape looks through the eyes of younger advisers just starting their careers — and in many cases, from the bottom end of a planning firm's organizational chart.

Adviser Aggravation from Financial Advisor Magazine. In the wake of Morningstar's recent purchase of ByAllAccounts, this seems like a particularly good time to take a look at a firm called Quovo.

Journal of Financial Planning July Issue from (*Note: FPA Members only) Marketing experts Kristen Luke and Kristin Harad offer specific marketing tactics for two very different advisory firms — one new, eager to start marketing, but not sure how; and one established, wishing to better attract high-net-worth clients.

And here are the stories that didn't make this week's broadcast:

MoneyGuidePro Announces Enhanced Integration with Morningstar Office from BusinessWire. MoneyGuidePro, a leader in goal-focused financial planning, and Morningstar, Inc., a leading provider of independent investment research, announced greatly enhanced integration between MoneyGuidePro and Morningstar OfficeSM, the practice and portfolio management system for independent financial advisers.

Rebalancing Made Easy from Financial Advisor Magazine. Portfolio re-balancing can be a time consuming and largely inefficient task if attempted manually. That is why portfolio management software and re-balancing solutions have become so popular.

Morgan Stanley lets advisers write what they tweet from InvestmentNews. Morgan Stanley Wealth Management has given financial advisers the go-ahead to write their own Twitter content.

ProTracker pulls cloud-based CRM back into beta from InvestmentNews. Eight months after announcing the launch of a cloud-based customer relationship management product for advisers, ProTracker Software Inc. has stopped selling its ProTracker Cloud CRM while the company fixes some kinks in the product.

Bill Winterberg is an Atlanta-based certified financial planner and technology writer. You can read more from Bill at his website,


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