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
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.
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