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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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.
October 2 -
Does the advisory industry need yet another risk assessment tool?
March 20 -
The two major technology enhancements are set to benefit RIAs, says our tech columnist.
February 2 -
Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.
December 8 -
The annual Tech Survey reveals the trends that will separate future digital winners from losers.
November 30 -
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.
November 28 -
The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
August 30 -
The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
August 30 -
There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.
August 18 -
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.
June 28
