Joel P. Bruckenstein

Redtail Launches Compliant-Friendly Texting For Advisors

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Redtail Speak automatically keeps advisors in compliance if they want to exchange text messages with clients, the company says.

Envision, U.S. Bancorp Launch Mutual Fund Accounting Service

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The platform gives advisors and their clients access to more than 16,000 funds.

First Look: RobustWealth

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Advisors can offer a private label robo-advisor to their clients or automate their traditional business.

Meet The Competition

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Retail robo-platforms from E*Trade and Fidelity are just two examples of how the investment game is changing.

Custodians Raise The Bar

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Custodians are rising to the technology challenge as anxious advisors look for help to compete.

Part Way There

by Joel P. Bruckenstein

This annuity provider beats its competitors in delivering helpful technology to advisors, but it should do more.

Ready For Takeoff

by Joel P. Bruckenstein

Trade-PMR’s new custodial platform is impressively flexible and easy to use.

Raising The Bar

by Joel P. Bruckenstein

FinFolio’s client reporting system is a significant leap forward.

28 Times A Year

by Joel P. Bruckenstein

That’s how often elite advisors contact their clients, and Zywave says it can help you do that, too.