In today’s video spotlight, Sheryl Rowling, CEO of Total Rebalance Expert (TRX), walks me through the process of adding scale to portfolio management through rebalancing software. In addition to scalability, advisers also implement rebalancing software to save money. Hear what Rowling has to say about how advisers save roughly $325,000 per year with this important […]
Rebalancing Software Update in Financial Planning Magazine
Yes, FPPad has been very quiet for the month of July. We’re working hard behind the scenes managing consulting projects for clients, caring for my 16-month-old son, and authoring contributions to trade magazines and journals. On the authoring front, I want to share a column I wrote for the August issue of Financial Planning magazine. […]
Fidelity® Announces Multiple Advisor Technology Initiatives: Flash briefing for March 5, 2018
Links to today’s top stories: Fidelity® Announces New Advisor Technology Solutions to Help Firms “Get Smarter and Go Faster” from Fidelity.com Core Upgrade Brings Orion’s Dynamic, Time-Saving Reporting to Private Assets from BusinessWire Human Interest (Formerly Captain401) raises $11 Million Series A to Serve Small Business 401(k) Market from PRNewswire Welcome to the FPPad fintech […]
XY Planning Network Partners with Capitect: Flash briefing for February 28, 2018
Clarification added February 28, 2018 at 1:38 PM ET: XY Planning Network members can use up to 20 client households in Capitect for no additional fee. Accounts in addition to 20 require additional fees. See Capitect XYPN Pricing for details. Prior versions of this post did not specify how many accounts could be used for […]
FPPad Bits and Bytes for December 2, 2016
On today’s broadcast, Vanare becomes AdvisorEngine after a $20 million dollar investment, RightCaptial gets a favorable review, and Addepar opens up about the capabilities of its technology. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, the leading provider of […]
FPPad Bits and Bytes for October 21, 2016
On today’s broadcast, the World’s Most Famous Hacker shares his top cybersecurity tips, Fidelity previews its next-generation advisor technology platform, and get rapid-fire news from three of the fastest-growing portfolio management providers. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by […]
FPPad Bits and Bytes for October 14, 2016
On today’s broadcast, one Wells Fargo broker loses her job after a client spoofing attack, Envestnet acquires Wheelhouse Analytics, and another day, another new robo advisor. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Envestnet | Tamarac, providers of Advisor […]
FPPad Bits and Bytes for September 30, 2016
On today’s broadcast, get updates on hackathons hosted by Orion and eMoney, Motif Investing introduces subscription pricing, Betterment automates asset location preferences, and more. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Envestnet | Tamarac, providers of Advisor Xi, an industry-leading […]
FPPad Bits and Bytes for April 1, 2016
On today’s broadcast, Betterment raises $100 million in fresh capital, Fidelity tests FidelityGo, Schwab pulls the plug on OpenView Integrated Office, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) First, a heads up, Steve and I will be on the road later this month covering […]
FPPad Bits and Bytes for February 19
On today’s broadcast, Riskalyze announces its new Check-Ins feature, eMoney Advisor shows off its new client experience, Fidelity offers a preview of its new Wealthscape™ platform, and TD Ameritrade Institutional tells me when you can expect Veo One. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s […]
