Coverage from Schwab IMPACT 2015


Enjoy this playlist of videos from Schwab IMPACT 2015 to get the technology updates from Brian Shenson of Schwab Advisor Services.


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TRX Unplugged


What happens when TRX (Total Rebalance Expert) decides to let its collective hair down and focus on education and value for its customers?

You get TRX Unplugged.


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Fuse 2015


Orion Advisor Services hosted Fuse 2015, a collaborative developer event, in Park City, UT.

Get an inside look at what this unique event is about and who was awarded the coveted Best in Show title.

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The Blue Shirt Vault!


Enjoy episode four of FPPad Tech Tour featuring a conversation with fintech industry’s self-proclaimed nerd Michael Kitces.

Tour the “Vendor Village”


One of the nerve centers at the 2015 TD Ameritrade Institutional National LINC conference is the “Vendor Village,” filled with dozens of integration solution providers that leverage Veo Open Access. Watch the video for a tour of what’s new in the Vendor Village at this year’s event.


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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 -