Joel Bruckenstein, a Financial Planning columnist in Miramar, Florida, is co-creator of the Technology Tools for Today conference series and technology guides for advisers. Follow him on Twitter at @FinTechie.
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Create a performance management process to get the most from staff members.
December 6 -
With little practice, retirement income planning beginners can use Last Advisor's simple platform and a create plans in well under an hour.
November 10 -
There is a large gulf between some of the overly simplistic applications on the market today and those that are much more comprehensive; RightCapital could occupy the middle ground, columnist Joel Bruckenstein says.
October 1 -
Industry arguments against the DoLs fiduciary rule proposal do not consider the digital revolution in financial advice.
September 1 -
A new, free app from T. Rowe Price gives advisors key market intelligence in a modern, scalable and user-friendly way.
July 31 -
Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.
June 11 -
A promising app from Finance Logix could help engage clients in the planning process. But there's one key aspect that may prove controversial.
June 1 -
Once known just for CRM, the company has since built out a broader cloud-based suite of tools. Joel Bruckenstein checks out the new offering.
April 9 -
Planners are demanding more sophisticated tools and vendors are responding. Here are the top takeaways from this year's Technology Tools for Today Conference.
March 11 -
Plenty of functionality is missing from this debut product. But for the advisor on the move, theres plenty to like as well.
March 2