Bits & Bytes:

Betterment Institutional


On today’s broadcast, a serious security flaw impacts two-thirds of the Internet. How this may affect the information you store online. Betterment announces the launch of an Institutional platform. Will they start winning turnkey asset management business from advisors? And learn how a new integration between Redtail and Riskalyze will help you monitor client portfolios to keep them in line with your client’s risk tolerance.

So get ready, FPPad Bits and Bytes begins now!


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The Heartbleed FAQ


A bug in an Internet security standard could be used to expose adviser passwords and more.

Find out what you need to do to stay protected in the wake of Heartbleed.

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Morningstar Buys ByAllAccounts


Morningstar buys ByAllAccounts for $28 million.

What this means for financial advisers and the future of account aggregation.

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“Living on Borrowed Time”


CLS Investments’ Jim Anderson describes how the company went from “living on borrowed time” to a robust, comprehensive document management solution in less than one year.

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The Top Ten Blogs for Financial Advisers


RIABiz selected the top ten industry blogs for financial advisers.

FPPad is honored to be included. Find out who else made the best-of-the-best among industry blogs.

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Five Best Podcasts for Financial Advisers


It’s hard to find podcasts with content specifically for financial advisers.

Here is my personally curated list of the five best podcasts you should listen to now.

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What others are saying...

Bill Winterberg … is rapidly becoming a personality in the financial planning space.

– Bob Veres

Bill is the Walt Mossberg of technology for financial advisers.

– I ❤ Wall Street -

We are pleased to invite Bill Winterberg back to speak again. Bill’s technology presentation was one of the highest rated sessions last year.

– FPA NorCal Conference Committee -

Just got off the phone with @BillWinterberg. In terms of tech tools for advisors, he’s a fiduciary. #HighestCompliment

– Justin Smith, CFA®, CFP® -!/mrjustinwsmith/status/145191145398476801

Bill is consistently one of the best presenters out there. Please keep him coming!

– Attendee | FPA Retreat 2013

Nicely done! Clear and very specific solutions to the future way to effectively communicate and grow business.

– Attendee | FPA NorCal 2011 Conference

Social media heavyweights like Bill Winterberg…

– Financial Social Media -