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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An obscure integrated platform product from a Canadian firm has features that U.S. RIAs may find particularly attractive, writes our Tech Tools columnist.
June 6 -
Does the newest iteration of a favorite advisor tool stand up to scrutiny? Our tech columnist takes it for a test drive.
April 18 -
Financial Media Exchange has tons of bells and whistles and its low fees cant be beat, writes columnist Joel Bruckenstein.
March 4 -
Totum Wealth says its new platform can analyze risk while also creating a custom portfolio. Our tech communist gives it a try.
February 19 -
Joel Bruckenstein puts two applications RIAglass and MyRIACompliance through their paces. Can they help advisors comply with regulations?
January 25 -
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.
December 30 -
There seems to be a disconnect between advisors’ tech goals and their tech behavior.
December 29 -
But our exclusive tech survey shows that CRM software isn’t being used to its potential.
December 28 -
Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.
December 24 -
Tech survey shows that 36.8% of advisors are already working with these digital platforms.
December 24 -
Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.
December 24 -
This type of software had the biggest influence on ROI, according to our tech survey.
December 23 -
Emerging technology uses facial imaging to assess clients true feelings.
December 22 -
Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.
December 22 -
Wealth management is becoming a tale of tech haves and have nots. Don’t be left behind.
December 22 -
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
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