Fuse 2016


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!


Betterment Partners With Uber


On today’s broadcast, get an update on LPL Financial’s technology roadmap, FutureAdvisor signs up the fifth largest bank in the US, Betterment forms a partnership with Uber, and more.

So get ready, FPPad Bits and Bytes begins now!


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2016 Morningstar Investment Conference


Steve and I attended the 2016 Morningstar Investment Conference in Chicago. We made a daily vlog about the event. Check it out!

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.


The Blue Shirt Vault!


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

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/