Betterment Suspends Trading

 

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!

Subscribe now for free!

Best Audio & Video Gear

 

From the 2016 NAB Show, we highlight some of the best gear and resources we could find to help content creators tell their story with online video content.

 

Vlogs from T3 2016

 

We attended the 2016 T3 Conference in Ft. Lauderdale and created a daily vlog about our experience.

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.

 

Read more


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 - http://iheartwallstreet.com/

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 - http://www.fpaeastbay.org/NL-March12.pdf

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

– Justin Smith, CFA®, CFP® - https://twitter.com/#!/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 - http://financialsocialmedia.com/social-media-financial-professionals-vine-videos/