Everything New in Veo One®

 

We met with TD Ameritrade Institutional’s Jon Patullo and Chris Valleley to update financial advisers on what’s new with Veo One® and the addition of FA Insights benchmarking information to support adviser growth.

2017 eMoney Advisor Hackathon

 

From the 2017 eMoney Advisor Summit, we covered the company’s second Hackathon to see what five teams of advisors and developers created in this 48-hour challenge.

 

Fuse 2017

 

Over eighty developers assembled in Park City, Utah this September for three days of epic coding and collaboration, all to benefit advisors with innovative technology solutions. Check out our vlogs from the event!

 

The Blue Shirt Vault!

 

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

Schwab Intelligent Advisory™ is coming

 

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!

 

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What others are saying...

Bill is an undisputed leading source of news, insight, and thought leadership on financial planning technology.

– Alan Moore, XY Planning Network - http://www.xyplanningnetwork.com/fintech/

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

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

– Bob Veres

Social media heavyweights like Bill Winterberg…

– Financial Social Media - http://financialsocialmedia.com/social-media-financial-professionals-vine-videos/