Fintech’s comeback season rolls on as veteran blogger and content creator Bill Winterberg returns to the space in a new role for AdvicePay. 

AdvicePay and XY Planning Network co-founders Alan Moore and Michael Kitces are celebrating Winterberg’s addition to the family as the billing and payment platform’s new VP of financial planning growth. 

And Winterberg is celebrating the chance to keep doing what he has done for more than a dozen years as the mind behind the FPPad website, blog and YouTube channel: Helping advisors use tech to scale their businesses, expand their services and get more financial planning to the people.

Financial Planning caught up with Winterberg in the wake of his big news to talk about how the pandemic played a role in his decision to get back into the industry, how he has been spending his time away from fintech and why his childhood love of pinball plays a big role in his passion for financial planning.

Also new this week are a pair of compliance solutions from Riskalyze and RIA in a Box. One is all about sifting through client accounts to catch compliance red flags early, and the other is for meeting new Department of Labor rollover requirements that go in effect on July 1. But for veteran compliance pros, both of these tools exhibit why firms who fail to properly leverage tech to manage compliance matters are dead in the water.

The combo of tech and compliance was also the star of the latest Accenturn compliance risk report that suggests that technology is both the key to building a future-ready and risk-proof compliance plan, and the greatest single source of disruption for industry compliance leaders. Check out all of these stories and more at Financial Planning.

Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great holiday weekend. 

Regards,

Justin

Riskalyze, RIA in a Box announce new compliance solutions for growing firms

By Justin L. Mack       6 min read

The new offerings aim to help firms with red flag detection and meeting new Department of Labor rollover requirements. Read story →

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With the largest U.S. recordkeeper by AUM breaking the seal, advisors can expect more custodians to offer cryptoassets to plan participants. Read story →

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Witnesses described massive problems with communication systems and staffing levels at a Congressional hearing. It’s unclear whether the problems will be solved anytime soon. Read story →