Highlights from
Apple's announcements at its 2014 World Wide Developers Conference held in San Francisco . The company introduced a ton of new features coming in iOS 8 and OS X Yosemite later this fall, but here are the ones that are most relevant to financial advisers.
Betterment Introduces Tax Loss Harvesting+
from Betterment.com, and
White Paper: Tax Loss Harvesting+. Tax Loss Harvesting+ can reduce your tax exposure better than other automated harvesting tools. Every transaction, both customer and system initiated, is executed in a tax-efficient way.
YCharts Dashboard from
YCharts.com. The dashboard is all about you: Which companies you want to see. Which indicators you want to follow. Which indices matter to your investing process. Set it up once, and it will be with you for the rest of your investing career.
And here are the links to stories that didn't make this week's broadcast:
Cybersecurity firm says large
hedge fund attacked from
CNBC.com. In an audacious and sophisticated attack, cybercriminals acting in late 2013 installed a malicious computer program on the servers of a large hedge fund, crippling its high-speed trading strategy and sending information about its trades to unknown offsite computers, CNBC has learned.
RegEd Launches Enterprise Risk Control Center. RegEd, a leading provider of technology solutions for compliance and risk management for the financial services industry, announced today the launch of RegEd SCORE™ Risk Control Center, the industry's first analytics-driven solution that brings together critical compliance and business data to enable broker-dealers to identify and manage behavioral and sales practice risk among their registered population.
A Guide to RIA CRM Software for Investment Adviser Firms of all Sizes from
RIAinaBox.com. Using data from our recent 2014 RIA Systems and Operations Survey along with other industry observations, we wanted to provide some guidance when it comes to selecting the right CRM software tool for your advisory firm.
Bill Winterberg is an Atlanta-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.
