এই পডকাস্টটি সম্বন্ধে 🔗
Financial advisor technology news and information
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সাম্প্রতিক এপিসোড 🔗
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. Founded in 1998, FinaMetrica is one of the first companies to gain significant traction for its ris…
অতীতের এপিসোডগুলি অনুসন্ধান করুন
FPPad এর অতীতের এপিসোডগুলি অনুসন্ধান করুন।
পূর্ববর্তী এপিসোডসমূহ 🔗
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 battle for access to consumer financial data collected by many of the account aggregation compani…
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 Advisor
Morgan Stanley pays a $13 million settlement for billing mistakes across 149,000 c…
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 created to encourage collaboration and innovation, all in support of the tens of thousands of f…
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 Bits and Bytes begins now!
(Watch FPPad Bits and Bytes on YouTube)
Today’s episode is brought …
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 i…
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 and Bytes begins now!
(WatchFPPad Bits and Bytes on YouTube)
Today’s episode is brought …
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!
(Watch FPPad Bits and Bytes on YouTube)
Today’s episode is brought to you by eMoney Advisor, w…
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 yo…
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 sum…
দাবি পরিত্যাগ: এই পৃষ্ঠায় এম্বেড করা পডকাস্ট এবং আর্টওয়ার্ক FPPad থেকে এসেছে, যা এর মালিকের সম্পত্তি এবং Listen Notes, Inc দ্বারা অনুমোদিত বা অনুমোদিত নয়৷
পডকাস্ট সার্চ ইঞ্জিন
আপনি আমাদের ওয়েবসাইট ব্যবহার করতে পারেন3,825,300পডকাস্ট এবং195,829,843পর্বগুলি মানুষ, স্থান, বা বিষয় দ্বারা অনুসন্ধান করতে৷
জ্ঞানেই বিনিয়োগের সর্বোত্তম ফল মেলে, তাই আমি পডকাস্ট শুনি।
‐ Benjamin "Llamacorn" Franklin
অতীতের এপিসোডগুলি অনুসন্ধান করুন
FPPad এর অতীতের এপিসোডগুলি অনুসন্ধান করুন।
এই পডকাস্টটি দাবি করুন
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