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Bill Winterberg
1,218 followers -
I speak, write, and consult on financial advisor technology.
I speak, write, and consult on financial advisor technology.

1,218 followers
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Bill's posts

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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! 

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On today’s broadcast, Vanare becomes AdvisorEngine after a $20 million dollar investment, RightCapital gets a favorable review, and Addepar opens up about the capabilities of its technology.

So get ready, FPPad Bits and Bytes begins now!


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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! 

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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! 

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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! 

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Day One of #FuseUtah. See what this community of developers and programmers is all about.

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Day Two of #FuseUtah. Is it possible to fit all four outdoor activities into four hours?

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Day Three of #FuseUtah. See who wins Best in Show!

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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!
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