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Joel Bruckenstein

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RIA Custodian Technology

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A look at how Pershing, Raymond James and Schwab are addressing advisor needs.

RIA Custodian Technology Roundup

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Each custodian offers advisors an approach that differentiates it from its peers, but they all plan new tech services.

Broker-Dealer Technology

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Independent B-Ds are finding more ways to make the advisory business easier.

Schwab Unveils Enhanced Advisor Technologies

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Advisor technology was an area of focus again this year at Schwab IMPACT 2015, with the company unveiling enhancements of many of its advisor technologies.

The FinTech Merger Boom

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Envestnet, Fidelity and BlackRock are among the big-name firms that have made strategic acquisitions.

PIEtech's myMoneyGuide—Financial Planning For The Masses?

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PIEtech Inc., the creators of MoneyGuidePro, on Thursday announced the release of myMoneyGuide that provides scalable, quality financial planning guidance.

eMoney CEO Resigns

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Edmond Walters, the founder and CEO of eMoney, has resigned, effective immediately.

First Looks: The New Figlo

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The leading financial planning software in the Netherlands is gaining traction in the U.S. under its new owners.

Cut From A Different Cloth

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Everplans is a promising product for digital estate planning needs.

Charles Schwab Launches Institutional Intelligent Portfolios

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The program is an ETF-centric, automated digital investment management platform designed specifically for RIAs.

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