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How Envestnet | Tamarac helps advisers grow, featuring Julie Williams

From Schwab IMPACT® 2019, I connected with Envestnet | Tamarac SVP Julie Williams to learn about ways financial advisers are leveraging the company’s technology platform to grow and scale their business.

Also, be sure to save the date for the 2020 Envestnet Advisor Summit, coming April 29 and 30 in Austin, TX.

Visit https://www.envestnet.com/advisorsummit/ for more information.

Click here to watch on YouTube.

IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac

Music: The Zampetti Yeti by Mikey Geiger, licensed via Soundstripe:
https://soundstripe.grsm.io/billwinterberg

Schwab IMPACT® 2019 Tech Alley Tour with John Connor

In what’s becoming an annual tradition while attending the Schwab IMPACT® conference, I once again connected with John Connor, VP of Digital Advisor Solutions with Charles Schwab to tour a sampling of the vendors participating in the “Tech Alley” in The Exchange.

Join us as we engage six advisor technology vendors during our tour to learn how each of them helps advisors be more efficient when offering services to clients. Tour stops include:

Orion Advisor Tech: https://orionadvisortech.com/
AdvicePay: https://advicepay.com/
Agreement Express: https://agreementexpress.com/
RightCapital: https://www.rightcapital.com/
Flyer: https://fixflyer.com/
Morningstar Inc: https://www.morningstar.com/

Click here to watch on YouTube

See all the solution providers listed in Schwab OpenView MarketSquare at: https://advisorservices.schwab.com/provider-solutions

IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac

Music: Jimmy Two Times by Dresden and The Flamingo, licensed via Soundstripe: https://soundstripe.grsm.io/billwinterberg

Kartik Srinivasan highlights Schwab Advisor Services’ latest advisor tech integrations

From Schwab IMPACT® 2019, I connected with Kartik Srinivasan, Managing Director – Digital Advisor Solutions at Charles Schwab to get updated on the progress Schwab Advisor Services has made with fintech integrations.

We cover one of the multiple opportunities attendees of Schwab IMPACT® 2019 have to view the latest integrations available as well as hear from vendors and advisors address the ways they are leveraging integrations in their business.

Click here to watch on YouTube

IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac

Music: The Zampetti Yeti by Mikey Geiger, licensed via Soundstripe:
https://soundstripe.grsm.io/billwinterberg

Schwab’s Andrew Salesky on Schwab Advisor Services’ technology roadmap for 2019 and beyond

From Schwab IMPACT® 2019, I met with Andrew Salesky, Sr. Vice President of Digital Advisor Solutions at Charles Schwab to discuss the company’s technology announcements over the past year, and update financial advisers on the Schwab Advisor Services roadmap for the near future.

Click here to watch on YouTube.

We cover the latest in the Digital Account Open functionality, the addition of status transparency between financial advisers and the Schwab back office, updates to Portfolio Connect, and more.

IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac

Music: The Heart Is by Strength To Last, licensed via Soundstripe:
https://soundstripe.grsm.io/billwinterberg

Envestnet updates from day two of the 2019 Envestnet Advisor Summit

In our day two coverage of the 2019 Envestnet Advisor Summit, we learn what’s new in the Envestnet product roadmap, hear what financial advisers want from their technology provider, learn about the new acquisition of MoneyGuide, and how Bill Crager feels the company is positioned to deliver Financial Wellness to millions of households in America.

Click here to watch the video on YouTube: https://youtu.be/4PcKDgLt_aI
2019 Envestnet Advisor Summit video coverage sponsored by Envestnet, Inc. Visit https://www.envestnet.com/ for more information.

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. The company’s open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives financial professionals the tools to conquer complexity and drive success.

In May 2019, I attended the 2019 Envestnet Advisor Summit in Austin, Texas to highlight many of the changes and announcements made over the prior 12 months. In the promotional video of day two above, I learned what’s new in the Envestnet product roadmap, heard what financial advisers want from their technology provider, learned about the new acquisition of MoneyGuide, and how Bill Crager feels the company is positioned to deliver Financial Wellness to millions of households in America.

So how do you feel Envestnet is positioned in the financial services industry to help financial professionals meet client needs? Have their recent acquisitions made you feel more optimistic about the role of technology in wealth management?

Share your thoughts and comments below!

Envestnet updates from day one of the 2019 Envestnet Advisor Summit

Join us as we give you an update on many changes from the last 12 months at Envestnet, including new leadership, new acquisitions, new products, and new features. Filmed in Austin, TX during the 2019 Envestnet Advisor Summit.

Click here to watch the video on YouTube: https://youtu.be/3pTY1iP_MD8
2019 Envestnet Advisor Summit video coverage sponsored by Envestnet, Inc. Visit https://www.envestnet.com/ for more information.

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. The company’s open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives financial professionals the tools to conquer complexity and drive success.

In May 2019, I attended the 2019 Envestnet Advisor Summit in Austin, Texas to highlight many of the changes and announcements made over the prior 12 months. In the promotional video of day one above, I spoke with CEO Jud Bergman about ways the company is empowering financial professionals to be transformative leaders for their clients, summarized the latest enhancements to the Envestnet | Tamarac software platform for advisers, introduced new leadership roles within the company, and more.

So how do you feel Envestnet is positioned in the financial services industry to help financial professionals meet client needs? Have their recent acquisitions made you feel more optimistic about the role of technology in wealth management?

Share your thoughts and comments below!

PLAN-IT Wins the Inaugural TD Ameritrade Institutional Innovation Quest

Click here to watch the video on YouTube

2019 TD Ameritrade Institutional National LINC coverage sponsored by Envestnet | Tamarac Sign up for a demo at http://www.fppad.com/tamarac

PLAN-IT Wins Innovation Quest

Watch the finals of the inaugural Innovation Quest competition hosted by TD Ameritrade Institutional, where three companies each delivered a 15-minute pitch to an audience of some 2,000 independent registered investment advisors (RIAs) and panel of judges at the TD Ameritrade Institutional1 2019 National LINC conference.

Derrick Wesley of iMar Learning Solutions and his idea, Plan-It, are the grand prize winners of this year’s Innovation Quest. I spoke with Derrick after the award ceremony to learn about his inspiration for the financial literacy app and how TD Ameritrade Institutional helped him bring his idea to life.

Tech Alley Tour with John Connor at Schwab IMPACT® 2018

From Schwab IMPACT® 2018, I connected with John Connor, Vice President of Digital Advisor Solutions for Schwab Advisor Services to tour the “Tech Alley” section of The Exchange exhibit hall.

Watch the Tech Alley Tour on Youtube: https://youtu.be/V4oW-JO1nv0

We toured seven of the technology providers exhibiting during IMPACT® 2018, including:

IMPACT® 2018 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac

Music: Hysterical by Strength to Last, licensed via Soundstripe: https://soundstripe.grsm.io/billwinterberg

Overstock.com to launch automated investment service: Flash briefing for February 5, 2018

Here are the links to today’s top stories:

Overstock.com and tZERO Advisors Launch Robo-Advisor Digital Investment Platform from Businesswire

Yes, You Can Find a Financial Planner Even if You’re Not Rich from the New York Times

Everything New in Veo One® from the 2018 National LINC Conference from YouTube

Welcome to the FPPad fintech briefing, Here are the top fintech stories you need to know today.

Overstock.com Announces Automated Investment Service

You never know when you’ll have the urge to buy a new sofa, portable generator, and, oh I don’t know, a diversified portfolio of low-cost exchange traded funds? Well now you’re in luck, as online discount retailer Overstock.com announced plans to introduce an automated investment service to its customers powered by tZERO Advisors. The service promises to match investors to one of several Adaptive Dynamic Portfolios managed by FusionIQ, or investors can customize their allocation among the portfolios on their own, all for a flat monthly fee of $9.95 instead of a fee based on percentage of investor assets like in other automated providers.

XY Planning Network Offers Affordable Fiduciary Financial Planning to Americans

Speaking of affordable monthly fees, millions of Americans think they need to have hundreds of thousands of dollars in order to qualify for an engagement with a comprehensive financial planner, but that is just not true according to a New York Times article by Ron Lieber published over the weekend. Leiber highlights the XY Planning Network, an organization of nearly 600 financial planners who all agree to act in their clients’ best interest at all times, offer affordable recurring fees simialr to a cable bill, and be willing to work virtually with clients from anywhere in the United States.

Updates from the 2018 TD Ameritrade Institutional National LINC Conference

And to finish last week, I attended the 2018 TD Ameritrade Institutional National LINC Conference and connected with the technology strategy team to learn more about the latest enhancements to the company’s Veo One solution for financial advisors. Here’s Managing Director Jon Patullo with a key takeaway:

The feedback for Veo One ® has been tremendous, advisers really love the platform to be able to come to one place and do everything they need to do is a home run. They’re thrilled with it, we’re in the process of rolling it out to all of our advisers, it’s available to every single adviser today, and they’re continuing to adopt it. It’s been a huge home run and we’re really excited to demo it for advisers this week.

My full interview with Jon is on the FPPad YouTube channel, so visit fppad.com/flashbriefing to get all the links to today’s top stories.

I’m Bill Winterberg, and those are your fintech headlines for today from FPPad.com, be sure to check back in with me later for more fintech news.