INFORMAZIONI SU QUESTO PODCAST 🔗
Financial advisor technology news and information
Frequenza di aggiornamento:
every 16 days
Durata media dell'audio:
6 minutes
Inglese
Stati Uniti
50 episodi
da 25 Settembre 2015
episodic
ULTIMO EPISODIO 🔗
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…
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EPISODI PRECEDENTI 🔗
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…
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