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
