Latest Issue Cover
Home » Articles By Joel Bruckenstein

Joel Bruckenstein

 1 2 3 4 5 6 7 8  

Schwab Advisor Services Rolls Out New Trading Platform

by

About 3,000 of the more than 7,000 advisory firms at Schwab now have access, and the rest will be upgraded in phases.

Big Plans

by Joel Bruckenstein

The senior vice president of Schwab’s Advisor Technology Solutions discusses the custodian’s progress on technology.

Paperless Still Requires A Scanner

by Joel Bruckenstein

Although people have been predicting the demise of paper documents for years, the truly paperless office continues to elude many financial advisory firms...

TD Ameritrade Expands VEO Integration

by

TD Ameritrade Institutional has launched a new VEO Integrated logo to help RIA’s identify third-party technology providers on the custodian's advisor platform.

ElevateCDS Loses RIA Data; Blames Amazon

by

ElevateCDS, a firm that provides data storage for RIAs, blamed Amazon for losing some client data.

InvestCloud And Lightport Announce Merger

by

InvestCloud and Lightport are planning a merger that will result in better cloud-based options for asset managers and investment advisors.

Anywhere, Anytime

by Joel Bruckenstein

Fidelity’s new virtual desktop allows advisors to access more applications than most others.

Schwab Launches OpenView MarketSquare, PortfolioCenter Hosted

by

Schwab Intelligent Technologies (SPT) announced today that OpenView MarketSquare and PortfolioCenter Hosted have now gone live.

Fidelity Unveils Cloud-Based Workstation For Financial Advisors

by

The custodian says its new workstation is for the "anywhere advisor," who can be anywhere, anytime and access all Fidelity's business tools from a Web browser.

TradePMR Previews New Touch Platform

by

TradePMR is developing a new advisor workstation designed that can be used with today’s touch screen devices, the company announced.

 1 2 3 4 5 6 7 8