על אודות פודקאסט זה 🔗
Financial advisor technology news and information
תדירות עדכון:
every 16 days
אורך אודיו ממוצע:
6 minutes
אנגלית
ארצות הברית
50 פרקים
מאז 25 בספטמבר 2015
episodic
הפרק החדש ביותר 🔗
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 ri…
פרקים קודמים 🔗
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 compan…
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 …
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 …
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 …
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, …
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 y…
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 su…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-FPPad, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
מנוע חיפוש PODCAST
אתה יכול להשתמש באתר שלנו כדי לחפש3,825,303פודקאסטים ופודקאסטים195,831,199לפי אנשים, מקומות או נושאים.
השקעה בידע מניבה את התשואה הטובה ביותר, ולכן אני מאזין לפודקאסטים.
‐ Benjamin "Llamacorn" Franklin
בקש/י פודקאסט זה
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post מודעות מסווגות for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
ריאיון עם פודקאסטר...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
חשבון ה־X הרשמי שלנו (לשעבר Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
