On today’s broadcast, Grendel updates its CRM and portfolio reporting engine to help you be more efficient, find out what IBM Watson has to say about your personality, and a new app helps “Crystal”-ize what you know about your clients and prospects. So get ready, FPPad Bits and Bytes begins now. (Watch FPPad Bits and […]
FPPad Bits and Bytes for April 3
On today’s broadcast, Schwab Intelligent Portfolios gathers over $500 million dollars in its first few weeks, find out why Orion Advisor Services is regarded as one of the good fintech vendors, and personal dossier app Refresh gets acquired by LinkedIn. So get ready, FPPad Bits and Bytes begins now. (WatchFPPad Bits and Bytes on YouTube) […]
FPPad Bits and Bytes for March 27
On today’s broadcast, Schwab reveals details about its Institutional Intelligent Portfolios™ platform for advisors, LearnVest gets acquired by Northwestern Mutual, and Periscope becomes the latest trendy app for live video streaming. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by Total […]
Technology details of Institutional Intelligent Portfolios™ from Schwab Advisor Services
Details of Institutional Intelligent Portfolios™ unveiled as Schwab arms its advisers with a robo solution In company webcast and press release today, Schwab Advisor Services provided details of its Institutional Intelligent Portfolios™ solution that the company describes as an “automated investment management solution for independent registered investment advisors (RIAs).” Earlier I had the chance to speak with Schwab Intelligent Portfolios executive […]
FPPad Bits and Bytes for March 6
On today’s broadcast, Wealthfront wants you to know they crossed another round number in AUM, ByAllAccounts is now aggregating over $1 trillion dollars in investor assets, and Morningstar is out with a new iPad app for advisors. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode […]
FPPad Bits and Bytes for February 27
On today’s broadcast, Envestnet acquires Upside, the laptop you’re using right now could be vulnerable to attacks, and Mobile Assistant releases updates that will speed up your dictation workflow So get ready, FPPad Bits and Bytes begins now! (watch FPPad Bits and Bytes on YouTube) This week’s episode of Bits and Bytes is brought to […]
FPPad Bits and Bytes for December 12
On today’s broadcast, Financial Planning magazine’s annual tech survey is here. Find out who makes up this year’s winners and losers in advisor technology. Fidelity announces a new collaboration with LearnVest. How will this partnership help you with your digital advice delivery to clients? And, Wealthfront fires the first salvo at the separately managed account […]
FPPad Bits and Bytes for November 21
On today’s broadcast, Advizr launches its eponymous financial planning software. Will its easy-to-use interface win adoption from advisors? iQuantifi actually wants to be known as a robo advisor. Find out how soon you might be using this automated planning tool in your business. And, we’ve all seen our fair share of awful PowerPoint slides. Learn […]
Betterment Institutional launches for financial advisers
Betterment gives financial advisers access to its popular low-cost, automated online investment solution FPPad Quick Take: Financial advisers can now offer Betterment Institutional as a white-labeled low-cost online investment service to emerging clients. Betterment Institutional charges 25 basis points a year, advisers can charge an additional fee if they wish Fidelity Institutional Wealth Services will […]
FPPad Bits and Bytes for October 10
On today’s broadcast, Schwab and Google drop hints about their online investment services. See how this crowded market is about to become a little bit more cozy. Digital estate planning for your clients is becoming more important than ever. Find out which new solution will help your clients plan for their digital assets. And, Bob […]
