PODCAST · news
FPPad
by FPPad
FPPad is the independent financial advisor's leading source for technology news and information.
Episodes
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FinaMetrica merges with PlanPlus: Fintech updates for August 8, 2017
Here is your FPPad Bits and Bytes update for August 8, 2017. FinaMetrica merges with PlanPlus FinaMetrica announced its merger with PlanPlus, a Toronto-based financial planning software provider. Founded in 1998, FinaMetrica is one of the first companies to gain significant traction for its risk...
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FPPad Bits and Bytes for January 27, 2017
CFPB Requests for Information: Consumer Access to Financial Records: https://www.regulations.gov/document?D=CFPB-2016-0048-0001 This week’s update starts with a quiet, yet noteworthy escalation in the battle for access to consumer financial data collected by many of the account aggregation...
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FPPad Bits and Bytes for January 20, 2017
In this week’s top advisor technology stories: Starburst Labs, the creators of Wealthbox CRM, raised $6.25 million in new capital The XY Planning Network inks an enterprise pricing deal with eMoney Advisor Morgan Stanley pays a $13 million settlement for billing mistakes across 149,000 customer...
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Tour the LPL Financial campus in Fort Mill, SC with Victor Fetter
In a follow up to our first stop on FPPad Tech Tour, we reconnected with LPL CIO Victor Fetter to tour the finished Carolinas campus complex in Fort Mill, SC. Fetter gives us an overview of the spaces created to encourage collaboration and innovation, all in support of the tens of thousands of...
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FPPad Bits and Bytes for December 16, 2016
On today’s broadcast, Schwab announces its Schwab Intelligent Advisory services, Finicity raises $42 million for account aggregation, Envestnet|Tamarac rolls out Yodlee, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to...
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FPPad Bits and Bytes for December 2, 2016
On today’s broadcast, Vanare becomes AdvisorEngine after a $20 million dollar investment, RightCaptial gets a favorable review, and Addepar opens up about the capabilities of its technology. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is...
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FPPad Bits and Bytes for November 18, 2016
On today’s broadcast, Wells Fargo announces a partnership with SigFig, Cetera’s computers systems suffer a two-day outage, lessons from a hack at Lincoln Financial, and more. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by...
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FPPad Bits and Bytes for November 4, 2016
On today’s broadcast, Brian Shenson updates Schwab’s technology roadmap, Riskalyze raises $20 million in capital, SS&C acquires Salentica, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, who just...
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FPPad Bits and Bytes for October 14, 2016
On today’s broadcast, one Wells Fargo broker loses her job after a client spoofing attack, Envestnet acquires Wheelhouse Analytics, and another day, another new robo advisor. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you…
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eMoney Advisor Summit 2016: Hack-a-thon Winner
eMoney hosted its first-ever Hack-a-thon at this year’s Advisor Summit in Dana Point, CA. At the conclusion of the conference, four teams presented their solutions to a room full of judges and advisor attendees, where one team was ultimately selected as the winner of the hack-a-thon. Get my…
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eMoney Advisor Summit 2016: Hack-a-thon Day One
eMoney is hosting its first-ever Hack-a-thon at this year’s Advisor Summit in Dana Point, CA. Four teams were assembled, made up of four eMoney product managers, developers, and engineers combined with a diverse group of nearly a dozen advisers to explore ways to push the eMoney roadmap. Witness...
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FPPad Bits and Bytes for August 26, 2016
On today’s broadcast, get an update on LPL Financial’s technology roadmap, FutureAdvisor signs up the fifth largest bank in the US, Betterment forms a partnership with Uber, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought...
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FPPad Bits and Bytes for August 19, 2016
On today’s broadcast, Vanare announces two integrations that should raise a few eyebrows, and relationship intelligence gains momentum in the apps you might be using in your business. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Now before I get started…
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FPPad Bits and Bytes for July 29, 2016
On today’s broadcast, it’s a robo free-for-all, so put on your best robo accessory, because FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Envision Consulting, providers of IT management and support, cloud computing, and cybersecurity...
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FPPad Bits and Bytes for July 1, 2016
On today’s broadcast, Betterment takes heat for suspending customer trades, TD Ameritrade Institutional hosts its annual technology summit, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Orion Advisor Services,...
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FPPad Bits and Bytes for May 27, 2016
On today’s broadcast, Personal Capital raises a new round of $75 million, SigFig raises its own round of $40 million, FINRA fines a rep for changing his CRM notes, and more! So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by...
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FPPad Bits and Bytes for May 20, 2016
On today’s broadcast, I’m on location at the Envestnet Advisor Summit. You’ll hear from Bill Crager about Open ENV, Stuart DePina on adding Salesforce integration to Tamarac, and hear how the Yodlee acquisition is enhancing the Envestnet platform. So get ready, FPPad Bits and Bytes begins now!...
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FPPad Tech Tour: Rich Ellinger of Wealthminder
For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone. (Watch...
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[AUDIO] FPPad Tech Tour: Rich Ellinger of Wealthminder
For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background in engineering and startup growth to make quality financial advice accessible to everyone. This…
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FPPad Bits and Bytes for May 13, 2016
On today’s broadcast, learn about top advisor technology from the Finovate Spring 2016, two lessons you should learn from a Salesforce database outage, hear top technology tips from industry experts, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube)...
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FPPad Bits and Bytes for May 6, 2016
On today’s broadcast, Wealthbox CRM releases 5 new integrations, Orion sends portfolio information to clients via text message, Morningstar ByAllAccounts introduces a new client portal, and more. So get ready, FPPad Bits and Bytes begins now! Here are the links to this week’s top stories: 5 New...
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FPPad Bits and Bytes for April 29, 2016
On today’s broadcast, Redtail is the beneficiary of two announcements, MoneyGuidePro releases G4, and see the latest audio and video solutions to enhance your online content So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by...
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FPPad Bits and Bytes for April 15, 2016
On today’s broadcast, LPL Financial hooks up with BlackRock’s FutureAdvisor, Riskalyze and Advizr integrate their platforms, and bots might be the future of financial technology. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to…
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FPPad Tech Tour: inStream Solutions
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions. Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated wealth management solution for all financial advisors. (Watch FPPad Tech...
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[AUDIO] FPPad Tech Tour: inStream Solutions
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions. Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated solution for all financial advisors. . This is an audio-only podcast of…
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FPPad Bits and Bytes for April 1, 2016
On today’s broadcast, Betterment raises $100 million in fresh capital, Fidelity tests FidelityGo, Schwab pulls the plug on OpenView Integrated Office, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) First, a heads up, Steve and I will be on the…
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FPPad Bits and Bytes for March 11
On today’s broadcast, heads is for Salesforce, tails is for Betterment. (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by RightCapital, innovative financial planning software that creates real plans for real people. RightCapital offers both cash flow and goals-based...
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FPPad Bits and Bytes for March 4
On today’s broadcast, ransomware strikes again, updates on LPL Financial’s automated investment service, and Morningstar releases sustainability ratings for mutual funds. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by...
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FPPad Bits and Bytes for February 19
On today’s broadcast, Riskalyze announces its new Check-Ins feature, eMoney Advisor shows off its new client experience, Fidelity offers a preview of its new Wealthscape™ platform, and TD Ameritrade Institutional tells me when you can expect Veo One. So get ready, FPPad Bits and Bytes begins now!...
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FPPad Bits and Bytes for January 29
On today’s broadcast, Betterment launches 401k plans for business, Morningstar updates its iPad app for advisors, Vestorly raises a new venture capital, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Betterment for Business Officially Launches and...
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FPPad Bits and Bytes for January 15
On today’s broadcast, Jemstep gets acquired by Invesco, rumors fly about a Snapchat robo advisor, FutureAdvisor links up with its first bank, and more. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Invesco acquires Jemstep, a market-leading provider of...
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FPPad’s best moments (i.e. outtakes) of 2015
As 2015 comes to a close, I want to take a moment to thank you for spending a few minutes each week watching my videos. I hope that you feel informed about the constant change in financial advisor technology, you’ve made a few decisions to implement technology in your business, and that you have...
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Between Sessions with FolioDynamix at T3 Enterprise 2015
I met with Joseph Mrak, Chairman & CEO of FolioDynamix, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. Over 80,000 advisors use the FolioDynamix platform which includes functionality for prospecting,...
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Between Sessions with Vanare at T3 Enterprise 2015
I met with Lex Sokolin, COO of Vanare, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. Sokolin asked the audience at T3 Enterprise to suspend disbelief and consider the emerging trends that have the...
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Between Sessions with Oranj at T3 Enterprise 2015
I met with David Lyon, CEO at Oranj, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. Known for their vibrant orange shoes, Oranj is designed by advisors, for advisors (and they’re not afraid to say…
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Between Sessions with Junxure at T3 Enterprise 2015
I met with Robert DeFrancis, Director of Sales at Junxure, between sessions at T3 Enterprise 2015 to dive into the details of what was discussed during Junxure’s general session presentation at the conference, delivered by Greg Friedman. During his presentation, Friedman updated the audience that...
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Between Sessions with Salesforce at T3 Enterprise 2015
I met with Rohit Mahna, VP Financial Services Go To Market at Salesforce.com, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. During his keynote at the conference, Mahna offered a preview of Salesforce...
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Between Sessions with Advicent at T3 Enterprise 2015
I met with Pietro La Greca, Jr., Vice President of Corporate Development at Advicent Solutions, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. According to La Greca, Advicent Solutions is the largest...
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Between Sessions with eMoney Advisor at T3 Enterprise 2015
I met with Drew DiMarino, SVP of eMoney Advisor, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. After speculation about management changes and potential conflicts following Fidelity’s acquisition of...
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Between Sessions with MoneyGuidePro at T3 Enterprise 2015
I met with Bob Curtis, CEO of PIETech (providers of MoneyGuidePro software), between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. MoneyGuidePro conducted one of the most unconventional presentations at the…
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Between Sessions with Riskalyze at T3 Enterprise 2015
I met with Aaron Klein, CEO of Riskalyze, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. During his session, Klein identified that 52% of 20-29 year olds do not identify themselves as aggressive...
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The best financial adviser technology of 2015!
2015 was a massive year in advisor technology, with shocking headlines dominating the airwaves! Mergers and acquisitions, robo advisors, cybersecurity, and social media. So get ready, the Best Technology of 2015 begins now! (Watch FPPad Bits and Bytes on YouTube) Best Technology of 2015 Thank…
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2015 Tech Survey Results! FPPad Bits and Bytes for December 4
On today’s broadcast, it’s survey time. Find out about this year’s winners and losers in the annual Financial Planning Magazine technology survey. So get ready, FPPad Bits and Bytes begins now. Ok, this week’s coverage is all about the 2015 Financial Planning Magazine technology survey, analyzed...
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Schwab IMPACT 2015: Conference wrap up
We wrap up our coverage of Schwab IMPACT 2015 from the floor of The Exchange, noting that this is an incremental year in technology updates from Schwab Advisor Services. Following last year’s major announcement of Schwab Intelligent Portfolios, I left Schwab IMPACT 2015 with the impression that...
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Schwab IMPACT 2015: Brian Shenson outlines the company’s technology roadmap
Brian Shenson, Vice President of Advisor Technology for Schwab Advisor Services, met with me at Schwab IMPACT 2015 to update the company’s technology roadmap. In this interview from the heart of “Schwab Center” in the nucleus of The Exchange exhibit hall, Shenson walks me through the status of...
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Schwab IMPACT 2015: Conference Preview
Here is a quick conference preview for Schwab IMPACT 2015 to highlight what you can expect from our coverage of one of the industry’s largest events for independent RIAs.
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FPPad Bits and Bytes for November 6
On today’s broadcast, Financial Engines acquires the Mutual Fund Store, updates from the T3 Enterprise conference, ShareFile integrates with Smarsh, and more. So get ready, FPPad Bits and Bytes begins now. (Watch FPPad Bits and Bytes on YouTube) Here are the links to this week’s top stories:...
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FPPad Bits and Bytes for October 16
On today’s broadcast, Morningstar says it will acquire Total Rebalance Expert, LogMeIn acquires LastPass, and Laser App doubles down on technology training for advisors. So get ready, FPPad Bits and Bytes begins now. (WatchFPPad Bits and Bytes on YouTube) Morningstar, Inc. to Acquire tRx…
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TRX Unplugged: What happens when a tech provider eschews formality and unplugs for the day
Total Rebalance Expert, or TRX, is widely known for its impeccable portfolio rebalancing and tax management features. After all, TRX was born from Sheryl Rowling’s own need for an extremely precise tool to manage the demands of her RIA and CPA businesses. But what escapes many advisers is the...
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FPPad Bits and Bytes for September 25
On today’s broadcast, the SEC fines an RIA for cybersecurity oversights, learn the steps you should implement to fight ransomware, and RightCapital is the newest startup in the financial planning software marketplace. So get ready, FPPad Bits and Bytes begins now. (WatchFPPad Bits and Bytes on...
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ABOUT THIS SHOW
FPPad is the independent financial advisor's leading source for technology news and information.
HOSTED BY
FPPad
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How many episodes does FPPad have?
FPPad currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is FPPad about?
FPPad is the independent financial advisor's leading source for technology news and information.
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FPPad has 50 episodes. Check the episode list to see recent publication dates and frequency.
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