On today’s broadcast, Morningstar says it will acquire Total Rebalance Expert, LogMeIn acquires LastPass, and Laser App doubles down on technology training for advisors. So get ready, FPPad Bits and Bytes begins now. (WatchFPPad Bits and Bytes on YouTube) Morningstar, Inc. to Acquire tRx Investment Portfolio Rebalancing Platform for Advisors from Morningstar [Let’s get right to […]
TRX Unplugged: What happens when a tech provider eschews formality and unplugs for the day
Total Rebalance Expert, or TRX, is widely known for its impeccable portfolio rebalancing and tax management features. After all, TRX was born from Sheryl Rowling’s own need for an extremely precise tool to manage the demands of her RIA and CPA businesses. But what escapes many advisers is the company’s culture born from the land of […]
FPPad Bits and Bytes for August 28
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. (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you […]
BlackRock to acquire FutureAdvisor
In a press release this morning, BlackRock, Inc., the world’s largest asset management firm by AUM (source: relbanks.com) announced it has entered into a definitive agreement to acquire FutureAdvisor. Terms of the acquisition were not disclosed. Let’s hit some fast facts again, shall we: FutureAdvisor was founded in 2010 and had raised $21.5 million in […]
FPPad Bits and Bytes for August 14
On today’s broadcast, Envestnet acquires account aggregation provider Yodlee, Advizr makes two announcements to close the gap among financial planning software, and find out why automated investing services might be losing their competitive advantage. So get ready, FPPad Bits and Bytes begins now. (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you […]
FPPad Bits and Bytes for July 10
On today’s broadcast, Michael Kitces highlights a roadmap for location independent advisors, several new tech tools emerge that are worthy of your attention, and what are all these videos about something called FPPad Tech Tour? So get ready, FPPad Bits and Bytes begins now. (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought […]
FPPad Bits and Bytes for June 5
On today’s broadcast, Guide Financial gets scooped up by an insurance company, Fox Financial Planning Network wants to help you with your online investment service adoption, and WealthMinder raises fresh capital to give you an edge over robo advisors. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) This […]
FPPad Bits and Bytes for May 15
On today’s broadcast, the SEC issues an alert about automated investment tools, see how Envestnet is ready to leverage its recent acquisition of Upside, and, find out which fintech buzzword has huge implications for your business. So get ready, FPPad Bits and Bytes begins now. (Watch FPPad Bits and Bytes on YouTube) Today’s episode is […]
FPPad Bits and Bytes for May 8
On today’s broadcast, IBM flexes its cognitive computing muscles at a World of Watson event, Finance Logix gets acquired by Envestnet, and Vanguard deploys Personal Advisor Services to the masses. So get ready, FPPad Bits and Bytes begins now. (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Croesus, the affordable […]
FPPad Bits and Bytes for May 1
Whoops! My May 8 email newsletter link lands here by mistake. Click here to see May 8 Bits and Bytes! On today’s broadcast, Shareholders Service Group is attracting the attention of independent advisors, and for good reason, Orion Advisor Services announces a new partnership in the robo-advisor arena, and, find out how you can stay […]
