Latest Issue Cover
Home » Articles By Joel Bruckenstein

Joel Bruckenstein

 1 2 3 4 5 6 7 8  

Don’t Be A Crash Test Dummy

by Joel Bruckenstein

RiXtrema is the latest software provider to help advisors analyze the effect of potential macroeconomic events on client portfolios.

TD Ameritrade Plans Web-Based Version Of iRebal

by

TD Ameritrade is beta testing a highly sophisticated Web-based version of its rebalancing tool iRebal using live data at about 20 advisory firms.

InStream Solutions Moves To Subscription Model, Adds Wade Pfau Tool

by

InStream Solutions is adding new features to its wealth management platform and changing its business model from a free to a subscription-based service.

When Smaller Is Better

by Joel Bruckenstein

Smaller custodians often are faster at providing new tech services to advisors.

Plowing Ahead

by Joel Bruckenstein

Big custodians are all investing heavily in technology for advisors.

The New Paper Trail

by Joel Bruckenstein

Redtail Technology provides core features that every advisor needs.

Upping The Ante

by Joel Bruckenstein

Advisors are demanding that competitive brokerage firms up their tech offerings.

Advent Software, Inc. Announces Advent Direct

by Joel Bruckenstein

Advent Software Inc. has announced the launch of Advent Direct, a new cloud platform designed to complement and extend the functionality and value of their existing software solutions.

Fidelity Offers Mobile Check Deposit For Advisors, Family Offices

by

Fidelity Investments is making mobile check deposit technology available for registered investment advisors, broker-dealers and family offices.

MoneyGuidePro Adds New Tool

by

MoneyGuidePro has added a tool to its flagship software that allows advisors to automate ongoing actions they and clients must take to reach goals set in a financial plan.

 1 2 3 4 5 6 7 8