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Here is your FPPad Bits and Bytes update for August 8, 2017. FinaMetrica merges with PlanPlus FinaMetrica announced its merger with PlanPlus, a Toronto-based financial planning software provider. Foun...

CFPB Requests for Information: Consumer Access to Financial Records: https://www.regulations.gov/document?D=CFPB-2016-0048-0001 This week’s update starts with a quiet, yet noteworthy escalation in the...

In this week’s top advisor technology stories: Starburst Labs, the creators of Wealthbox CRM, raised $6.25 million in new capital The XY Planning Network inks an enterprise pricing deal with eMoney Ad...

In a follow up to our first stop on FPPad Tech Tour, we reconnected with LPL CIO Victor Fetter to tour the finished Carolinas campus complex in Fort Mill, SC. Fetter gives us an overview of the spaces...

On today’s broadcast, Schwab announces its Schwab Intelligent Advisory services, Finicity raises $42 million for account aggregation, Envestnet|Tamarac rolls out Yodlee, and more. So get ready, FPPad ...

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 re...

On today’s broadcast, Wells Fargo announces a partnership with SigFig, Cetera’s computers systems suffer a two-day outage, lessons from a hack at Lincoln Financial, and more. So get ready, FPPad Bits ...

On today’s broadcast, Brian Shenson updates Schwab’s technology roadmap, Riskalyze raises $20 million in capital, SS&C acquires Salentica, and more. So get ready, FPPad Bits and Bytes begins now! (Wat...

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 ...

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...

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 wit...

On today’s broadcast, get an update on LPL Financial’s technology roadmap, FutureAdvisor signs up the fifth largest bank in the US, Betterment forms a partnership with Uber, and more. So get ready, FP...

On today’s broadcast, Vanare announces two integrations that should raise a few eyebrows, and relationship intelligence gains momentum in the apps you might be using in your business. So get ready, FP...

On today’s broadcast, it’s a robo free-for-all, so put on your best robo accessory, because FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you b...

On today’s broadcast, Betterment takes heat for suspending customer trades, TD Ameritrade Institutional hosts its annual technology summit, and more. So get ready, FPPad Bits and Bytes begins now! (Wa...

On today’s broadcast, Personal Capital raises a new round of $75 million, SigFig raises its own round of $40 million, FINRA fines a rep for changing his CRM notes, and more! So get ready, FPPad Bits a...

On today’s broadcast, I’m on location at the Envestnet Advisor Summit. You’ll hear from Bill Crager about Open ENV, Stuart DePina on adding Salesforce integration to Tamarac, and hear how the Yodlee a...

For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background ...

For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background ...

On today’s broadcast, learn about top advisor technology from the Finovate Spring 2016, two lessons you should learn from a Salesforce database outage, hear top technology tips from industry experts, ...

On today’s broadcast, Wealthbox CRM releases 5 new integrations, Orion sends portfolio information to clients via text message, Morningstar ByAllAccounts introduces a new client portal, and more. So g...

On today’s broadcast, Redtail is the beneficiary of two announcements, MoneyGuidePro releases G4, and see the latest audio and video solutions to enhance your online content So get ready, FPPad Bits a...

On today’s broadcast, LPL Financial hooks up with BlackRock’s FutureAdvisor, Riskalyze and Advizr integrate their platforms, and bots might be the future of financial technology. So get ready, FPPad B...

Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions. Hear how the need for a different approach to financial planning inside McLean Asset Management e...

Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions. Hear how the need for a different approach to financial planning inside McLean Asset Management e...

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 begi...

On today’s broadcast, heads is for Salesforce, tails is for Betterment. (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by RightCapital, innovative financial planning softwar...

On today’s broadcast, ransomware strikes again, updates on LPL Financial’s automated investment service, and Morningstar releases sustainability ratings for mutual funds. So get ready, FPPad Bits and ...

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 I...

On today’s broadcast, Betterment launches 401k plans for business, Morningstar updates its iPad app for advisors, Vestorly raises a new venture capital, and more. So get ready, FPPad Bits and Bytes be...

On today’s broadcast, Jemstep gets acquired by Invesco, rumors fly about a Snapchat robo advisor, FutureAdvisor links up with its first bank, and more. So get ready, FPPad Bits and Bytes begins now! (...

As 2015 comes to a close, I want to take a moment to thank you for spending a few minutes each week watching my videos. I hope that you feel informed about the constant change in financial advisor tec...

I met with Joseph Mrak, Chairman & CEO of FolioDynamix, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. ...

I met with Lex Sokolin, COO of Vanare, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. Sokolin asked the...

I met with David Lyon, CEO at Oranj, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. Known for their vib...

I met with Robert DeFrancis, Director of Sales at Junxure, between sessions at T3 Enterprise 2015 to dive into the details of what was discussed during Junxure’s general session presentation at the co...

I met with Rohit Mahna, VP Financial Services Go To Market at Salesforce.com, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentati...

I met with Pietro La Greca, Jr., Vice President of Corporate Development at Advicent Solutions, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general ...

I met with Drew DiMarino, SVP of eMoney Advisor, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. After s...

I met with Bob Curtis, CEO of PIETech (providers of MoneyGuidePro software), between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentatio...

I met with Aaron Klein, CEO of Riskalyze, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. During his ses...

2015 was a massive year in advisor technology, with shocking headlines dominating the airwaves! Mergers and acquisitions, robo advisors, cybersecurity, and social media. So get ready, the Best Technol...

On today’s broadcast, it’s survey time. Find out about this year’s winners and losers in the annual Financial Planning Magazine technology survey. So get ready, FPPad Bits and Bytes begins now. Ok, th...

We wrap up our coverage of Schwab IMPACT 2015 from the floor of The Exchange, noting that this is an incremental year in technology updates from Schwab Advisor Services. Following last year’s major an...

Brian Shenson, Vice President of Advisor Technology for Schwab Advisor Services, met with me at Schwab IMPACT 2015 to update the company’s technology roadmap. In this interview from the heart of “Schw...

Here is a quick conference preview for Schwab IMPACT 2015 to highlight what you can expect from our coverage of one of the industry’s largest events for independent RIAs....

On today’s broadcast, Financial Engines acquires the Mutual Fund Store, updates from the T3 Enterprise conference, ShareFile integrates with Smarsh, and more. So get ready, FPPad Bits and Bytes begins...

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 B...

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 to...

On today’s broadcast, the SEC fines an RIA for cybersecurity oversights, learn the steps you should implement to fight ransomware, and RightCapital is the newest startup in the financial planning soft...