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Latest Episodes

eMoney Advisor Summit 2016: Hack-a-thon Day One
September 22, 2016

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 expl...

FPPad Bits and Bytes for August 26, 2016
August 26, 2016

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, FPPad Bits and Bytes begins now!

FPPad Bits and Bytes for August 19, 2016
August 19, 2016

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, FPPad Bits and Bytes begins now!

FPPad Bits and Bytes for July 29, 2016
July 29, 2016

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 by Envision Consulting,

FPPad Bits and Bytes for July 1, 2016
July 01, 2016

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! (Watch FPPad Bits and Bytes on YouTube) Today’s episode...

FPPad Bits and Bytes for May 27, 2016
May 27, 2016

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 and Bytes begins now!

FPPad Bits and Bytes for May 20, 2016
May 20, 2016

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 acquisition is enhancing the Envestnet platform.

FPPad Tech Tour: Rich Ellinger of Wealthminder
May 17, 2016

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 in engineering and startup growth to make quality fi...

[AUDIO] FPPad Tech Tour: Rich Ellinger of Wealthminder
May 17, 2016

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 in engineering and startup growth to make quality fi...

FPPad Bits and Bytes for May 13, 2016
May 13, 2016

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, and more. So get ready,