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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Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.
June 11 -
A promising app from Finance Logix could help engage clients in the planning process. But there's one key aspect that may prove controversial.
June 1