BlackRock acquires



On today’s broadcast, BlackRock plans to acquire FutureAdvisor, Salesforce previews it’s Financial Services Cloud platform, and a new white paper from Kaleido will tell you how you’re going to overhaul your business model.

So get ready, FPPad Bits and Bytes begins now.


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FPPad Tech Tour Episode Two


Enjoy episode two of FPPad Tech Tour featuring a conversation with Anthony Valente of Portfolio Pathway.

World of Watson


IBM showcased their cognitive computing abilities at a World of Watson event in New York City. Get an up close look at what this means for the future of financial services.

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Veo One™ Preview


See a preview of Veo One™, TD Ameritrade Institutional’s updated online dashboard designed to be a single source for an advisor’s daily workflow.


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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 -