How inStream's business model pivot will affect adviser tech spending

Plus tech experts on the trends that are sure to affect all advisory businesses, and how some new integrations can provide marketing resources to grow online audiences
JUL 03, 2014
inStream abandons free plan, introduces subscription pricing from FPPad.com. Financial planning software startup inStream Solutions drops its free pricing plan, switches to annual subscription model. Technology for Planners: Trends, Spending, and the Rise of Robo Advisers from the Journal of Financial Planning. Technology is essential to operating a successful and profitable planning practice. Whether it's software integration, mobile devices, cloud computing, or the latest on so-called robo advisers, you've got questions. The Journal's practitioner editor, Michael Kitces, uncovers the answers in this roundtable discussion with tech experts Joel Bruckenstein, CFP, Jennifer Goldman, CFP, JP Nicols, CFP, and Bill Winterberg, CFP. Bill Good Marketing Integrates Gorilla with Redtail CRM CRM systems Gorilla and Redtail Technology collaborate to address major trends affecting financial advisers. Exclusive new content & videos from Advisor Websites It's a new year and big things are happening at Advisor Websites! We are thrilled to announce the addition of new content for all Advisor Websites users! Unboxing the 2013 Mac Pro: The ultimate desktop for financial advisers from FPPad The all-new Mac Pro is a powerhouse loaded with processors and memory, but it might (just might) be a little bit overkill for financial advisers. Bill Winterberg is an Atlanta, GA-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.

Latest News

Advisor moves: $275M family practice leaves LPL for Osaic, LPL attracts Osaic team in Mississippi
Advisor moves: $275M family practice leaves LPL for Osaic, LPL attracts Osaic team in Mississippi

Meanwhile, Ameriprise has lured a 28-year veteran advisor away from Merrill in Pennsylvania, and taken over a bank-based investment program from Osaic in Michigan.

Trump to sign order opening 401(k)s to private equity
Trump to sign order opening 401(k)s to private equity

The executive order directed at the Department of Labor and the Securities and Exchange Commission also gives an opening to cryptocurrencies and other alternative investments.

Estate planning services poised to capitalize on $90 trillion wealth transfer
Estate planning services poised to capitalize on $90 trillion wealth transfer

New report reveals 95% of affluent investors need to create or update estate plans.

Broadridge makes strategic move into AI-driven wealth lending
Broadridge makes strategic move into AI-driven wealth lending

Partnership aims to boost advisor efficiency across its Wealth Lending Network.

UBS bets on next-gen talent amid continued advisor exodus
UBS bets on next-gen talent amid continued advisor exodus

The bank's new training initiative aims to add hundreds of advisors as it expands its mass-affluent advice unit, according to Barron's.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.