Joel Bruckenstein, a Financial Planning columnist in Miramar, Fla., is co-creator of the Technology Tools for Today conference series and technology guides for advisors, including Technology Tools for Today’s High-Margin Practice. For more information, visit JoelBruckenstein.com.

Recent Stories From This Author

Oranj Promises One-Stop Practice Management. Does It Deliver?

Forecast: How Advisors Will Work in the Future

New Test for Risk Tolerance

4 New Advisor Tech Trends

Tech Review: Scottrade's New Platform

Planning Tool Moves to the Cloud -- An Improvement?

6 Biggest Tech Trends for 2014

What's New in Advisor Tech?

Tech Review: ProTracker Cloud

Tech Review: Junxure Cloud Reaches for the Sky

Tech Review: Omyen Planning Software

Tech Review: Pershing's Next-Generation Platform

Tech Review: New Digital Content Services

Getting Professional-Grade Analytics

Building a Smarter Portfolio

3 Biggest Advisor Tech Trends

Review: AssetBook's Radar Gets Stronger

Windows 8 Review: 5 Things to Know

AdvisorWorks Review: Aiming for Integration

Should Your Firm Upgrade to Windows 8?

The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 9, 2014 |

September 17, 2014 |

September 17, 2014 | Chicago, IL

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here