Joel Bruckenstein

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.

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.