Joel Bruckenstein

Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.

Does the advisory industry need yet another risk assessment tool?

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.

There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.

Just about everyone in financial services wants to offer these retirement planning advice to wealthier boomers, but this firm rises to the top, says Tech Tools' columnist Joel Bruckenstein.

An obscure integrated platform product from a Canadian firm has features that U.S. RIAs may find particularly attractive, writes our Tech Tools columnist.

Does the newest iteration of a favorite advisor tool stand up to scrutiny? Our tech columnist takes it for a test drive.

Financial Media Exchange has tons of bells and whistles and its low fees can’t be beat, writes columnist Joel Bruckenstein.

Totum Wealth says its new platform can analyze risk while also creating a custom portfolio. Our tech communist gives it a try.

Joel Bruckenstein puts two applications – RIAglass and MyRIACompliance – through their paces. Can they help advisors comply with regulations?

A glimpse into the future? Almost half of survey respondents 55 to 64 say they never use social media. In contrast, 100% of advisors 24 and under use the tool.

There seems to be a disconnect between advisors’ tech goals and their tech behavior.

But our exclusive tech survey shows that CRM software isn’t being used to its potential.

Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.

Tech survey shows that 36.8% of advisors are already working with these digital platforms.