Updated Saturday, July 26, 2014 as of 1:15 PM ET

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

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?

Financial Planning 2012 TECH SURVEY

Lists
2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


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