SPONSORED BY

FPPad.com

Filed under: Consulting Firm

Company info:

  • Top executive: Bill Winterberg
  • http://fppad.com
  • 214-444-9629
  • PO Box 190252
    Dallas, TX 75219

RIA department info:

Etcetera:

  • Founded in 2008

Related listings:

No listings available

Related articles:

Andy Rachleff blasts flesh-and-blood advisors -- even planners -- as Wealthfront returns to offense in robo game after losing ground under former QB Adam Nash

The Redwood City robo's founder and CEO sneers at the traditional retirement planning process even as Wealthfront concedes it's still chasing the essential snark of automated advice: artificial intelligence

VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn

CEO John Rourke recognizes that CRM and social media are birds of a feather and he is starting to make his startup fly with the power and simplicity of the Silicon Valley giants

Addepar secures Morgan Stanley account by winning a test of wills and setting a small army on Manhattan

Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?

Joel Bruckenstein settles suit with Bill Winterberg

The rare internecine RIA dispute caused a wound that can now begin to heal

Orion lands $27-billion AUM account as BAM Alliance phases out its homemade system built on Schwab PortfolioCenter

The choice of the Omaha-based, open-source system by the giant DFA TAMP reflects the diverse needs of 140 RIAs -- and the need to up-robo client experience


If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: