Webinar: Where Consumers Are Driving the Economy N

Rodney Johnson, President of the HS Dent Foundation discusses HS Dent research trends regarding how consumer behavior and consumption drive the economy. View the presentation.

Nominate an Advisor!

Do you know an adviser who is making a difference in the lives of others? Reward a charity. Share your story.

InvestmentNews, in partnership with the Invest in Others Charitable Foundation, is now accepting nominations for the Community Leadership Awards. The awards will honor financial advisers for their dedication and contributions to their community.

Nominate an adviser you know or nominate yourself. A $10,000 donation will be made to each honoree’s charity of choice.

Entry Deadline: July 3, 2009

For more information, visit: www.investmentnews.com/communityawards.

Don't make software integration hard

As investment advisers become more tech savvy, they increasingly rely on a wider variety of desktop and Web-based applications to run their businesses. But what happens when two software packages on one system collide? And does the need to operate efficiently make this issue even more critical?

Read the full article online.

Two new CRM systems increase firms' efficiency

Two new customer relationship management systems could help advisory firms save time and reduce overhead.

A significant factor in the application's adoption is its integration with many other applications that many advisers license. For example, it integrates with MoneyGuidePro, a financial planning software from PIE Technologies Inc. of Midlothian, Va., with the portfolio-accounting system of Orion Advisor Services LLC of Omaha, Neb... Read the full article.

An Integration Contender

AdvisorConnect looks to be a reasonable alternative to Fidelity’s WealthCentral.

By Joel P. Bruckenstein

Advisors have been asking for better software integration for a long time. But even though a number of medley packages have been marketed, the vast majority of advisors are as frustrated today as they were several years ago. Read the full Financial Advisor article.