Bits & Bytes:

Junxure Cloud Arrives!


On today’s broadcast, Junxure Cloud has officially arrived after several years of delays. Will the features in version one make it worth the wait? Wealth Access continues its growth as a personal financial dashboard for high net worth clients. Does it have what it takes to get advisors to stop using And consulting firm QuonWarrene announces a new technology audit service. Find out how their service can help move your firm’s technology in the right direction.

So get ready, FPPad Bits and Bytes begins now!

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40 Under 40


This month, InvestmentNews released its inaugural 40 Under 40 project to recognize the talent, influence, and contributions of young professionals in the industry, and it is an honor to be one of the individuals on the list.

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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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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 -