October 21, 2015
Ep #16: The Rise Of The Robo Advisor with Steve Lockshin
This week, I'm joined by Steve Lockshin, partner of Betterment Institutional and an industry agitator. Over the course of his career, Steve has made a big name for himself.
September 02, 2015
Ep #8 - Bill Winterberg from FPPad.com Talks Technology Trends in Financial Planning
Our guest on this episode is the leading expert on financial planning technology, Bill Winterberg. Bill is the owner of FPPad, creator of Building Trust Online, and the host of Bits and Bytes, a weekly video series where he highlights three important technology news items or updates t …
