FinaMetrica merges with PlanPlus: Fintech updates for August 8, 2017
Here is your FPPad Bits and Bytes update for August 8, 2017. FinaMetrica merges with PlanPlus FinaMetrica announced its merger with PlanPlus, a Toront...
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Financial advisor technology news and information
FPPad Bits and Bytes for January 27, 2017
CFPB Requests for Information: Consumer Access to Financial Records: https://www.regulations.gov/document?D=CFPB-2016-0048-0001 This week’s update sta...
FPPad Bits and Bytes for January 20, 2017
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 Netw...
Tour the LPL Financial campus in Fort Mill, SC with Victor Fetter
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 M...
FPPad Bits and Bytes for December 16, 2016
On today’s broadcast, Schwab announces its Schwab Intelligent Advisory services, Finicity raises $42 million for account aggregation, Envestnet|Tamara...
FPPad Bits and Bytes for December 2, 2016
On today’s broadcast, Vanare becomes AdvisorEngine after a $20 million dollar investment, RightCaptial gets a favorable review, and Addepar opens up a...
FPPad Bits and Bytes for November 18, 2016
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 Linc...
FPPad Bits and Bytes for November 4, 2016
On today’s broadcast, Brian Shenson updates Schwab’s technology roadmap, Riskalyze raises $20 million in capital, SS&C acquires Salentica, and more. S...
FPPad Bits and Bytes for October 14, 2016
On today’s broadcast, one Wells Fargo broker loses her job after a client spoofing attack, Envestnet acquires Wheelhouse Analytics, and another day, a...
eMoney Advisor Summit 2016: Hack-a-thon Winner
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 th...