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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

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:

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

Music: Hysterical by Strength to Last, licensed via Soundstripe: to launch automated investment service: Flash briefing for February 5, 2018

Here are the links to today’s top stories: 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. 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 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 to get all the links to today’s top stories.

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

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

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

(click to watch on YouTube)

We met with TD Ameritrade Institutional’s Jon Patullo and Chris Valleley to update financial advisers on what’s new with Veo One® and the addition of FA Insights benchmarking information to support adviser growth.

Our coverage of the 2018 National LINC sponsored by Envestnet | Tamarac. Visit to sign up for a demo today.


eMoney Advisor Summit 2016: Hack-a-thon Winner

eMoney hosted its first-ever Hack-a-thon at this year’s Advisor Summit in Dana Point, CA.

At the conclusion of the conference, four teams presented their solutions to a room full of judges and advisor attendees, where one team was ultimately selected as the winner of the hack-a-thon.

Get my summary of each team’s hack-a-thon creation in the video above, and then see how the winner was revealed on stage to close out the event.

(Watch the eMoney Hack-a-thon winner presentation video on YouTube)

eMoney Advisor Summit 2016: Hack-a-thon Day One

eMoney is hosting its first-ever Hack-a-thon at this year’s Advisor Summit in Dana Point, CA.

Four teams were assembled, made up of four eMoney product managers, developers, and engineers combined with a diverse group of nearly a dozen advisers to explore ways to push the eMoney roadmap.

Witness the energy and activity of this event in the vlog embedded above, plus get a few tips on how to apply the design thinking process to your next brainstorming session.

(Watch the recap of the eMoney Hack-a-thon Day One video on YouTube)

See Kevin Mitnick, the World’s Most Famous Hacker, teach RIAs a thing or two about cybersecurity

Win a free ticket to see Kevin Mitnick

Here is a great opportunity to get schooled in cybersecurity from the World’s Most Famous Hacker, Kevin Mitnick.

Envision Consulting, a Washington DC-based provider of IT services and support to financial advisory businesses, has hired me to be the master of ceremonies for a unique event to be held Wednesday October 19 in Tysons Corner, VA from 11am to 2pm.

The World’s Most Famous Hacker

Envision Consulting is brining Mitnick in to demonstrate his skills in front of our live audience and reveal just how vulnerable many of us are to sophisticated (and sometimes shockingly basic) phishing, spoofing, and social engineering attacks.

For more about Mitnick’s story and how he became known as The World’s Most Famous Hacker, watch the interview segment below with Stephen Colbert on the Cobert Report

See Kevin Mitnick for Free

So let’s get to the good stuff. You can enter to win a free ticket to this event, a $184.99 value, now through September 22nd.

Simply visit and use the Tweet button to post your entry via Twitter, or (since I’m all about efficiency) use the same Tweet button embedded below. All the rules for the contest, including notification information for the winner, are on the contest landing page, so be sure to review them to determine your eligibility.

Good luck, and I hope to see you in Washington DC on the 19th of October!

Tweet: Register today! Watch World's Most Famous Hacker school #RIAs on #cybersecurity Oct 19 McLean, VA @EnvisionITCloud

Fuse 2016: Day Three and Best in Show

Day three of Fuse 2016 kicked off with all of the developer presentations followed by the awards issued by the expert panel of judges.

Ok, I might be biased regarding the judges’ level of expertise!

Visit for more information on the Fuse 2016 award winners

Fuse 2016: Day Two

Day two of Fuse 2016 includes hours of coding and four outdoor activities.

We attempted to do them all!

Visit for more information