Joel Bruckenstein

Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.

This type of software had the biggest influence on ROI, according to our tech survey.

Emerging technology uses facial imaging to assess clients’ true feelings.

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.

Wealth management is becoming a tale of tech haves and have nots. Don’t be left behind.

Create a performance management process to get the most from staff members.

With little practice, retirement income planning beginners can use Last Advisor's simple platform and a create plans in well under an hour.

“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.

Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.

A new, free app from T. Rowe Price gives advisors key market intelligence in a modern, scalable and user-friendly way.

Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.

A promising app from Finance Logix could help engage clients in the planning process. But there's one key aspect that may prove controversial.

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.

Planners are demanding more sophisticated tools and vendors are responding. Here are the top takeaways from this year's Technology Tools for Today Conference.

Plenty of functionality is missing from this debut product. But for the advisor on the move, there’s plenty to like as well.

Advisory firms are finally starting to provide a better experience for tech-savvy clients. Tamarac's new app is a step in the right direction.

A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.

Check out four big shifts that should have a significant impact on the financial advisory industry in the coming year.

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

The startup's software could make basic planning available to a much broader audience than the industry currently serves.