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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By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.
November 28 -
The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
August 30 -
The Last Advisor platform is a cloud-based retirement solution that relies upon a bucket strategy.
August 30 -
There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.
August 18 -
Just about everyone in financial services wants to offer these retirement planning advice to wealthier boomers, but this firm rises to the top, says Tech Tools' columnist Joel Bruckenstein.
June 28 -
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