Joel Bruckenstein
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- “under the Dome”TM
- “where information and action meet.”
- (VAS)
- $20 Million Acquisition
- $7 million in Series A Funding
- 12 initial organizations
- 12800 square-foot office
- 15th annual T3 Technology Conference
- 2016
- 2016 Albridge Forum
- 2016 Scottrade® Advisor Services RIA Study
- 2016 Veo Integrated Award
- 2017
- 2017 Annual Software Survey
- 2017 Insiders Forum Leadership Award
- 2017 Junxure Advisor Conference
- 2017 Software Survey and Analysis
- 2017 SSG Conference
- 2017 Startup Exhibition
- 2017 Synergy Conference
- 2017 T3 Advisor Conference
- 2018
- 2018 Advisory Profession Software Survey
- 2018 LINC Conference
- 2018 Software Survey
- 2018 T3 Advisor Conference
- 2018 T3 Enterprise Conference
- 2018 T3/Inside Information Technology Survey
- 2019
- 2019 T3 Advisor Conference
- 3PAS Global
- 401kFiduciaryOptimizer
- a FinTech firm
- Aaron Klein
- Aaron Schaben
- Aaron Schumm
- Aaron Spradlin
- Abacus Wealth Partner
- Abby Schneiderman
- Abe Niedzwiecki
- account aggregation
- account aggregation platform
- account aggregation tools
- accounting industry
- accounting service
- acquisition of Trust Company of America (TCA)
- actionable insights
- Active ETFs
- Adam Dodds
- Adam Holt
- add new services
- Adds Euro Currency Product
- Adhesion
- Advanced Analytics
- advanced client prospecting tools
- advanced competitive
- advanced data analytics
- Advanced Quotes
- advanced software systems
- advanced wealth-planning solutions
- Advent Genesis®
- Advent Portfolio Exchange®
- Advicent
- Advicent Solutions
- Advisor Branded Marketing
- Advisor CRM®
- Advisor Group
- Advisor Growth Program
- Advisor Metrix
- Advisor Perspectives
- Advisor Perspectives / AP Viewpoint
- Advisor Perspectives/AP Vewpoint
- Advisor Rebalancing®
- Advisor Rebalancing® application
- Advisor Satisfaction Award
- Advisor Software
- Advisor Software Inc.
- Advisor Software Survey
- Advisor Software Wealth Management Cloud
- Advisor Strategy
- Advisor Strategy & Tax Return Optimization (ASTRO)
- Advisor Strategy & Tax Return Optimization (ASTRO) application
- advisor technology
- Advisor Technology Study
- Advisor View™
- Advisor View™ App
- Advisor View™ Application
- Advisor View™ portfolio management
- Advisor View™portfolio
- Advisor Workstations
- Advisor Xi suite
- Advisor’s Clients
- AdvisorCenter
- AdvisorClarity
- AdvisorEngine
- AdvisorEngine Acquires Junxure
- AdvisorEngine Inc.
- Advisory Board
- Advisory Firm Evolution
- Advisory World
- AdvisoryWorld
- AdvisoryWorld Acquire
- AdvisoryWorld’s Advisor Proposal Generator
- Advizr
- Advizr Express
- Advizr Financial Planning Technology Platform
- Advyzon
- Affordable Trading & Rebalancing Functionality
- Age of Robos
- aggregate data points
- aggregation
- aggregator of aggregators
- AI Token
- AI-Driven Bot
- AI-powered services
- AIM Meetings
- Aite
- Aladin Abughazaleh
- Alan Moore
- Albridge
- Albridge Wealth Reporting
- Albridge Wealth Reporting Platform
- Alerts
- Allianz
- Allianz Life Insurance Company of North America
- Alpine Trust & Investment Group
- Alternative to GoToMeeting
- Alternative to Join.me
- Amazon
- Amazon Echo
- Amazon Prime Student
- AML
- analysis and illustration software
- analysis tools
- Analytics and Reporting
- and practice management support
- André Mohamed
- Andrew Hecht
- Andrew Klaber
- Andrew Rudd
- Andrew Salesky
- Angela Pecoraro
- Annette Wargo
- Announcement
- annual technology conferences for advisors
- Anthony R. Hendrickson PhD
- Anton Prakash
- Apex Clearing Corporation
- API for Wealth Management and Trading
- API Integration
- API Suite
- API-less integration
- App-only Stockbroker
- app’s flexible configuration
- application programming interfaces (API’s)
- applies smart automation to mission-critical advisor activities
- Applink
- April 26-28
- Arizona Benefit Corporation
- Artiffex
- artificial intelligence
- Ascent Conference
- Ascent/FUSE 2018 Marathon Coding Event
- ascertain true ownership
- AskTRAK
- asset allocation
- asset allocation expertise
- Asset Managers
- Asset-Map
- Asset-Map Platform
- Assetbook
- ATA RiskStation
- attract the right clients
- Audit
- Audit Tool module
- August 1st 2017
- Austin
- automate and enhance compliance program
- automate marketing and business processes
- automated account platform
- automated investing platform
- Automated Managed Platform
- automated marketing machine
- Automated Onboarding Workflow
- automated personalized financial advice
- automated savings program
- Automations
- Autopilot
- Autopilot Partner Store
- award-winning portfolio management technology
- Axys®
- back office support for RIAs
- Back Office Support Service (BOSS)
- banks
- Barclays
- Barron’s
- Batch Gap
- Batch Processing
- BD3
- Be Greater Awards
- Behavioral IQ
- Belvedere Advisors
- Ben deTar Wilhite
- Berkshire Hathaway
- Bernard Del Rey
- Best in Show awards
- Best Interest ScoutSM
- Best Newcomer awards
- best Personal Financial Manager (PFM) for advisors
- Beterment
- better information sharing
- bidirectional single sign-on capability
- big data
- Bill Benjamin
- Bill Crager
- Bill Mueller
- BillFin Solution
- BillFin®
- BillFinTM solution
- billing
- Billy Oliverio
- Bitcoin
- Bitcoin Cash
- Black Diamond wealth platform
- Black Diamond®
- BlackRock
- Bliss
- Bliss from MoneyGuidePro
- Blockchain Developer Community
- blockchain ecosystems
- blockchain technology
- BlockOne ID
- BlockOne IQ
- BNY Mellon
- BNY Mellon’s Albridge
- BNY Mellon’s Pershing
- BNY Mellon’s Pershing (Pershing)
- Bob Conchiglia
- Bob Curtis
- Bob Miller
- Bob Veres
- Boston-based
- Brad Burgess
- Brad Demeter
- Brad Shepard
- BranchNet
- Brandon Rembe
- breakaways
- Breakthrough
- Brendan McConnell
- Brent Romenesko
- Brett Thorne
- Brian Bero
- Brian Edelman
- Brian Hamburger
- Brian McLaughlin
- Brian Stimpfl
- Bridget Gaughan
- Brinker Capital
- Broadspire® Care Management
- broker/dealer community
- broker/dealers
- Bruce Ferris
- brute force hack detection
- Bryan Baas
- Build Multi-Generational Relationships
- business intelligence
- Business Intelligence Application
- Business Intelligence Platform
- business intelligence platform for financial advisors
- business intelligence tool
- business management
- business metrics
- business-building and retention activities
- ByAllAccounts
- C-Suite Social Media
- C. Ronald Christensen
- CA
- Cabinet Document Management Solutions
- calability
- calendaring
- Camellia Venture Capital
- Canada
- Capital One
- Capital Preferences
- Capitect
- Captivate platform
- Caroline Dabu
- Carson Group
- Caruth Capital Partners LLC
- Catalyst
- CCO
- CEFEX (the Centre for Fiduciary Excellence)
- Celent
- Center for Fiduciary Management (CFFM)
- centralized source of control
- CEO
- Cerulli Associates
- Cetera Financial Group
- CFP Students
- CFP®
- Chanjuan Pan
- Charles Schwab Advisor Services
- Charles Schwab Financial Planning Suite
- Cheryl Nash
- Chris Mills
- Chris Valleley
- Christopher M. Lee
- CircleBlack
- Clearly Defined User Roles
- cleverDome
- cleverDome Co-Op
- Cleverdome consortium
- cleverDome inc.
- cleverDome Inc.TM
- client account access
- client communication
- Client Experience
- client facing engagement and account aggregation tools
- client onboarding
- Client Onboarding Experience
- client portal
- client portal platform
- Client Presentations
- Client Profiling System
- client referrals
- client relationship management (CRM) solutions
- client reporting
- client service
- client-centric experience
- client-facing engagement
- Clients Budget and Manage Debt
- ClientWorks
- closing a home purchase
- cloud-based billing software solution
- cloud-based financial advisor technology platform
- cloud-based information archiving
- cloud-based portfolio
- cloud-based portfolio risk analytics
- cloud-based solution
- CLS Investments
- collaborative planning experience
- Communicate and collaborate
- community-based platform
- Community-Driven Platform
- community-driven solution
- Company Evolution
- Company Value Proposition
- compare compatibility
- Compass App
- Compass compliance app
- Compensation
- Complect
- Complement Existing Service Models
- compliance
- compliance products
- Compliance Tool
- compliant website-builder
- comprehensive and coordinated portfolios
- comprehensive audit log/documentation
- comprehensive behavioral finance profiling solution
- comprehensive business intelligence software and service
- comprehensive fee billing
- comprehensive financial and investment plan
- Comprehensive Help and Training Resource
- Comprehensive RIA Platform
- comprehensive technology platform
- conference
- configurable timeout lock
- configurable workflows
- Confirm Verified Accredited Investor Status
- Conga
- Conga Suite
- Connect dashboard
- ConsenSys AG
- Consistency
- Consolidated Data
- consultative services
- contractual obligation assurance
- Contribution Analysis
- Conversations about Risk
- Cooper Sinclair
- Cosmopolitan of Las Vegas
- Cosmopolitan of Las Vegas hotel
- Cost & Services Report
- Covisum
- Covr Financial Technologies
- Craig Faulkner
- Craig Ramsey
- Create an Incident Response Plan and Obtain Cybersecurity Insurance
- credit card debt
- credit monitoring
- credit optimization
- credit unions
- Creighton University’s Heider College of Business
- CRM
- CRM and portfolio reporting applications
- CRM Leader
- CRM platform
- CRM provider
- CRM software
- CRM solution
- CRM solution for financial advisors
- Crypto Currency
- CTR
- Custodial capabilities
- custodial-services provider
- custodian for alternative assets
- Custodian-agnostic Account Data Aggregation
- custodians
- custody
- Custody Platform
- customizable dashboards
- customizable money alerts
- customizable portfolios
- customizable practice management program
- customizable risk alerts
- customized dashboard
- customized digital resources
- Customized Mobile App
- customized online tools
- Cutting-Edge Rebalancing Capabilities
- Cyber-security
- Cyber-security Tips
- cyberattack
- cybersecurity
- cybersecurity solution
- cybersecurity compliance
- Cybersecurity Deficiencies
- cybersecurity service
- daily monitoring
- Daimler AG
- Dallas TX
- Damon Deru
- Dan Kiley
- Dan Silverman
- Dan Skiles
- Daniel Satchkov
- Danielle Fava
- Dash
- Dashboards for both Advisor and Client
- data acquisition
- data aggregation
- data aggregators
- data maintenance
- data normalization
- Data Quality Assurance
- data science technology
- Data Security
- Data Synching
- datAshur Pro USB 3.0
- Dave Welling
- David Benskin
- David Canter
- David Drucker
- David Gottstein
- David Littleton
- David Lyon
- David Yates
- Daymond John
- DDIQ
- Dean Cook
- Dean L. Kamen
- Dean Rager
- debt management module
- Debt Reduction
- decision consistency
- dedicated coaches
- deeply integrated
- democratize investing
- Denise Valentine
- Deploy technology
- Derek Andersen
- Diana Awed
- Digital Accelerator Program
- Digital Account Open tool
- Digital Adoption Platform (DAP)
- digital advice platform
- digital advice platform for financial advisors
- Digital Advice Solution
- digital advice solutions
- Digital Advisor
- Digital Applet Platform
- Digital convenience
- digital education platform
- Digital Financial Planning Advice
- digital investment advice
- Digital Investment Advisory Program
- digital investment technology
- digital marketing
- Digital Marketing Solution
- Digital Onboarding
- Digital Portfolio Developer
- Digital Services organization
- Digital Services team
- digital transformation service
- digital wealth management platform
- digital wealth management technology platform
- direct access to model portfolios
- Direct indexes
- direct indexing
- Direct-Indexing Tool
- Dirk Pearson
- diskAshur Pro2
- Distinguish Taxable Income
- distributed ledger
- division of Capital Preferences
- document management
- document storage
- Docupace
- DocuSign
- DocuSign Integration
- DOL
- DoL Compliance solution
- DOL compliance strategy
- DOL discovery requirements
- DOL Fiduciary Rule
- DOL Fiduciary Rule Checklist
- DOL Preparations
- DOL regulations
- DOL requirements
- DOL Rule
- DOL Rule requirements
- Don Parker
- Don Patrick
- Dr. Gary McGraw
- Drew DiMarino
- Drew Sievers
- Drift summary reports
- Driving FinTech Innovation
- Duane D’Orazio
- dynamic data feed
- dynamic UI/UX
- Dynasty Desktop
- Dynasty Financial Partners
- e-discovery and risk management
- E-Valuator
- E*TRADE Financial Corporation
- eAdvisor
- eAdvisors
- Eagle Investment Systems
- EarnWise
- Ease of access
- easy-to-use application
- Eclipse
- Ed O'Brien
- Ed Saxon
- Ed Swenson
- Eden Roc Resort
- Edmond Walters
- Edward Dressel
- Edwin Choi
- Efficient Tax
- Eighth Annual TD Tech Summit
- Electronics Super Show
- Ellsworth Office Lots
- email marketing
- email synchronization
- Embassy Suites at Denton Convention Center (Dallas)
- Embrace Technology
- emergency fund
- Emilia D’Anzica
- eMoney
- eMoney Advisor
- eMoney Advisor (eMoney)
- eMoney Advisor Summit
- eMoney Advisor Summit 2016
- eMoney Advisor Summitt
- eMoney emX
- Emotomy
- emX
- emX Pro
- emX Select
- encrypt all data
- end-of-life planning
- end-to-end retirement income planning platform for financial advisors
- engaging visuals
- Enhance Advisor/Client Conversations
- Enhance Advisors' Referral Networks
- Enhance Risk and Performance Analytics
- enhanced functionality and transparency
- enhanced trading and rebalancing capabilities
- enhanced unified managed account (UMA) capabilities
- Ensure Regulatory Compliance
- Enterprise Division
- enterprise solution
- enterprise solution financial planning platform
- Entreda
- Envestnet
- Envestnet / Tamarac
- Envestnet | Tamarac’s Advisor View™
- Envestnet Advisor Summit
- Equilibrium
- Equisoft
- Equisoft Client Portal module
- Equisoft's WealthElementsTM suite
- Eric Clarke
- ERISA fiduciary status
- Ernst & Young (EY)
- ESG concerns
- Essential Choice
- Establishes Atlanta as East Coast Headquarters
- estate and legacy planning software
- Estate Planning
- ETF education
- ETF Model Portfolios
- Ethereum
- Ethereum blockchain
- Ethereum Classic
- Euro-denominated version
- eValuation
- Evan Kulak
- Evan Rapoport
- Everplans
- Everplans “Network Amplifier”
- Everplans Professional
- Eversafe
- Exception Management and Workflow Tool
- Expanded audience focus
- Expands Reporting Capabilities
- Exploring Advice
- Extensive multi-media resources
- External IT
- Facebook Messenger
- Fall 2016 Finovate conference
- Family Marketing
- Faulkner Media Group
- FCI Inc.
- Fearless Investing Summit
- Feb 14-17
- Feb. 15 – 17
- Feb. 6-9
- February 14-17
- February 21st through 22nd
- February 6-9
- fee billing and revenue management
- fee-only financial planners
- FeeComp
- Fenway Summer
- Fermin Garcia
- Fi360
- Fidelity
- Fidelity Access
- Fidelity Access control center
- Fidelity AMP
- Fidelity AMP (Automated Managed Platform)
- Fidelity Automated Managed Platform (AMP)
- Fidelity Clearing & Custody Solutions
- Fidelity Clearing & Custody SolutionsSM (FCCS)
- Fidelity Investments
- Fidelity WealthCentral
- Fidelity.com
- Fidelity’s Performance Measurement
- fiduciary
- fiduciary education
- Fiduciary Focus Toolkit™
- Fiduciary Framework
- Fiduciary Software Provider
- Fiduciary Trust Company
- fiduciary-related education and technology
- FinaMetrica
- Financial Advisors
- financial and tax planning software
- financial calculators
- Financial Computer
- Financial Computer Inc.
- Financial Control Scorecard®
- financial data integration platform
- Financial Freedom
- Financial Freedom tool
- financial management platform
- financial market updates
- financial needs analysis solution
- financial plan
- financial planners
- financial planning
- financial planning analytics capabilities
- financial planning platform
- financial planning software
- financial planning software platform
- financial planning/investment advisory profession
- financial regulatory compliance specialists
- Financial Services
- Financial Services Executives
- Financial Services Firms
- financial services industry
- financial services technology solutions
- financial technology accelerator and incubator
- financial technology company
- Financial Wellness
- financial-focused app
- FinCEN
- Find Data For Edit button
- Find Data For list
- FinFolio
- FinLife CX (Client Experience)
- FinLife O/S
- FinLife Partners
- FinMason
- FinMason Algonath
- FinMason Europe
- FinMason Inc.
- FinMason Investment Analytics Consulting (FinIAC)
- FinMason’s FinScore
- Finovate Fall 2016 conference
- FINRA
- FinRiver Investment Analytics API
- FinRiverT
- FinRiver™
- FinRiver™ API platform
- FinScope
- FinScore ProTM
- FinSpring
- FinTech
- FinTech Accelerator
- FinTech Accelerator Program
- FinTech Breakthrough Awards
- FinTech Sandbox
- Fiserv
- FitScore Methodology
- Five Leading Fintech Providers
- Five-Minute Financial Plan™
- fixed index annuities
- FMeX
- FMeX (Financial Media Exchange)
- FMG Suite
- Folio Institutional
- FolioDynamix
- formerly Financial Computer Inc.
- Fort Lauderdale FL
- fostering next-gen talent
- Frank McAleer
- Franklin Templeton
- Free Access to Investment Analytics API
- Free Cybersecurity Checklist
- Free Peer-to-Peer Model Marketplace
- Free Vendor Risk Management
- Free Wealth Management Platform
- freedom money
- Freetrade
- FSC Securities Corporation
- Ft. Lauderdale
- Ft. Lauderdale FL
- FTJ FundChoice
- Full-Stack Api-Based Rebalancer
- full-time employment
- fully automated and diversified portfolio
- fully integrated meeting experience
- fully integrated platforms
- fully integrated real-time technology
- fully integrated wealth management platform
- FUSE 2.0
- FUSE 2016
- FUSE event hosted by Orion
- FUSE hackathon 2018
- FUSE Notification Platform
- Fusion Advisor Workstation
- Fusion and Earnwise Platforms
- G4
- Galeal Zino
- gamification
- gamifying the process
- Garden Grove
- Gary Zimmerman
- GDPR-compliant
- Gěneos Wealth Management Inc.
- Generation III white-labeled Robo advisor
- Geneva
- George Fischer
- Gibson Capital Management
- Gig Economy
- Gina Kovatch
- GIPS composite reporting solution
- GJ King
- Gladstone
- glidepaths for portfolios
- Global Cyber Alliance (GCA)
- global FinTech firm
- Global Investment Performance Standards (GIPS®) compliance guidelines
- global provider of financial services software
- goal based planning tools
- Goal Planning & Monitoring (GPM)
- goal-based financial planning software platform
- Going Mobile
- Gold IRA space
- Golden Age
- Google Home
- Greg Friedman
- Greg Yee
- growing quantum computing ecosystem
- growth
- Growth Strategies
- GuideCenter
- Guided Wealth Portfolios
- H. Adam Holt
- hackathon
- Hailin Li
- Harold Evensky
- Harris Scher
- HealthPlanOne
- heightened administrative oversight privileges
- heirs
- help advisors grow and scale
- Helpful Office
- Higher AUM
- highly configurable
- highly responsive and intuitive user experience
- Hilaree O’Neill
- Hishaam Caramanli
- Hitachi Metals
- holidays
- holistic financial profiles
- holistic wealth management
- home loan process
- Honda
- HonestConversations
- household portfolio management
- household-level portfolio management software
- Hussain Zaidi
- Hyatt Regency Garden Grove CA
- Hyatt Regency in Lake Tahoe
- Hyatt Regency in Orange County California
- Hyatt Regency Orange County
- hypothetical illustrations
- i65 Software
- IA Capital
- IBDs
- IBM
- icMAC (Modeling & Accounting & Custody)
- Imaging
- Impact Communications
- Improve Your Client Experience
- Improved Mobile App
- Inbound Marketing Platform
- Inc.
- Inc.TM
- income distribution strategy platform
- IncomeConductor®
- increased operational efficiencies
- Increased transparency
- independent analytics platform
- Independent Financial Advisors
- independent RIAs
- index variable annuities
- Individual Retirement Accounts
- industry-leading CRM solution
- Informative Snapshot
- Innovation Award
- innovative technology solutions
- InR Advisory Services
- Inside Information
- Insiders Forum
- Insight into company culture
- Insights + Analytics
- institutional grade analytics
- Institutional Market Center
- institutional-grade trading and rebalancing
- InStrategy
- insurance agencies
- integrated technology
- Integrated Wealth Management Platform
- integration
- Integration with Orion
- integrations
- InterActive Legal
- Interest in Online Service
- InterGen Data
- International Expansion
- Introduces Marketing Campaigns
- Intrusion Testing
- Intuit’s QuickBooks Online
- Intuitive navigation
- intuitive report builder
- intuitive web reporting
- invest in technology
- Investcloud
- InvestCloud Inc.
- InvestCloud Innovation Center
- InvestCloud’s CRM system
- InvestCloud’s Programs Writing Programs (PWP)
- investment analytics
- investment analytics APIs
- investment analytics company
- investment analytics engine
- investment analytics platform
- investment management
- investment management technology
- investment related technology
- Investment research
- Investment Strategy and Research Platform
- Investment Viewfinder
- InvestmentPOD
- InvestmentPOD for Advisors
- Investments Illustrated Inc.
- investor education
- Investor Pulse
- InvestorView
- IRA Fiduciary Optimizer
- IRAFiduciaryOptimizer
- iRebal
- J.D. Bruce
- Jac Herschler
- Jacqueline Ko Matthews
- Jamie Price
- Janney
- Janney Montgomery Scott
- January 29 – February 1
- January 29 – February 1 2019
- Jay Jay French
- JC Abusaid
- Jean Donnelly
- Jeff Miller
- Jeffery Concepcion
- Jemstep
- Jennifer Feinerman
- Jenny Johnson
- Jessica Liberi
- Jessica Searcy-Maldonado
- Jim Dowd
- Jim Lumberg
- Jive Communications
- Job Fair
- Job Satisfaction
- Joe Duran
- Joe Elsasser
- Joe Lubin
- Joe Smith
- Joe Theismann
- Joel Bruckenstein
- Joel Hurst
- John Dwyer
- John Faustino
- John Hancock Financial
- John Lunny
- John M. Dowd
- John Mackowiak
- John Michel
- John Ndege
- John Rasmussen
- John Wise
- Jon Patullo
- Jonathan G. Blattmachrand
- Jonathan Georges
- Jonathan Miller
- Jonathan Steinberg
- Josh Brown
- Joshua Pace
- Joshua Van Heukelom
- JPMorgan Chase
- JSR Corporation
- Jud Bergman
- Jud Mackrill
- Julie O'Rourke
- jump-start technology implementation process
- June Ou
- Junxure
- Junxure Community Award
- Junxure CRM
- Junxure CRM Product
- Junxure Customer Excellence Awards program
- Junxure Legacy Award
- Junxure Power User Award
- Justin Kapahi
- Justin Wheatley
- Karl Roessner
- Kate Healy
- Keio University
- Kelly Waltrich
- Kelsey Cartmill
- Ken Chace
- Ken Golding
- Ken Mungan
- Kendrick Wakeman
- kernel exploit
- Kevin Hughes
- Kevin Knull
- Kevin Kraus
- know-your-client
- Kori O’Brien
- Kovack Advisors Inc
- Kredible
- Kredible by AdvisorEngine
- Kredible Technologies Inc.
- Kurt MacAlpine
- Kylee Beach
- Larkspur Data
- Las Vegas
- Las Vegas 2016
- Laser App Software
- Laser App’s library
- LaserApp
- Laserfiche
- Launch New Investment Analytics Consulting Group
- Launches New Website
- Laura Steckler
- Lauren Milewski
- Lead Generation
- lead generation services
- Leah Simoglou
- legacy stock
- leverage integrated technology
- leverages algorithms
- Liberty platform
- Life and Legacy planning platform
- LifeYield
- LifeYield Advantage Suite®
- LifeYield LLC
- LifeYield’s Taxficient Score™
- LIMRA study
- Lincoln Financial Group
- link CRM
- Litecoin
- LLC
- loan origination
- London-based Babel Systems
- Longevity Planning Resources
- Los Angeles
- loss aversion
- low-cost annuity solutions
- Lowell Putnam
- Lower Costs for RIAs
- LPL Financial
- LPL Focus 2017 Conference
- Major Flaws in Computer Chips
- manage and control their day-to-day finances
- Managed Security Service Provider (MSSP)
- Maral Boyadjian
- Marc Butler
- Marcel Tsai
- Marco De Freitas
- Margaret Hartigan
- Marie Swift
- Marital Bliss
- Mark Hoffman
- Mark Hollingsworth
- Mark Klein
- Mark Lunching
- Mark Tibergien
- Market Data
- marketing
- Marketing Pro
- Marketing Program for Financial Advisors
- Marketing Your Financial Services Firm
- MarketScene®
- Marriott Harbor Beach Resort & Spa
- Marstone
- MarTech company
- Martin Schamis
- Marty Bicknell
- Maryam Rahmani
- Matt Lynch
- Matt Monroe
- Matthew J. Schiltz
- Matthew Schulte
- MAX (Manage Advise eXperience)
- Max Advisor Dashboard
- maximize efficiencies
- MaxMyInterest
- May 3-5 2017
- measure household asset location and tax efficiency
- Medicare Enrollment Software
- Medicare Module
- Medicare planning
- meetings
- Meltdown
- Mercer Bullard
- Miami
- Michael B. Glackin
- Michael Carvin
- Michael Kitces
- Michael L. Graham
- Michael Roth
- Michael Shamburger
- Michael St. Vincent
- Michael Wilson
- Microsoft Authenticator
- Microsoft Dynamics® CRM platform
- Mike Durbin
- Mike Kelly
- Mike McDaniel
- Mike Rayburn
- military grade XTS-AES 256-bit hardware encryption
- Millennial policyowners
- millennials
- Millennium Alternative Investment Network®
- Millennium Trust Company®
- Milliman Financial Risk Management LLC
- Mindflash
- Mineral Interactive
- minimizing errors and redundancies
- miPlan+
- mobile app
- Mobile Communication Archiving
- mobile operating system
- Mobile Responsive Website
- mobile-ready portal
- MobileGuard
- Model Market Center
- Model Marketplace
- Model Trading Service
- Modern Technology
- Modestspark acquisition
- Monero
- Money Minds
- MoneyGuide Pro
- MoneyGuidePro
- MoneyMind analyzer
- Monte Carlo simulations
- Moody’s Analytics
- Moody’s Corporation
- Moody’s Investors Service bond ratings
- Morningstar
- Morningstar Inc.
- Morningstar Office
- Morningstar Total Rebalance Expert (TRX)
- mortgage industry
- MS Office 365 Business Edition
- Multi-Custodial Portfolio Measurement
- Multiple Accounts
- Multiple Enterprise Deals
- MX®
- My Activities Feed
- MyMoneyGuide Lab
- myMoneyGuide®
- MyPortfolio
- Nagase
- Narrator Connect APIs
- Nate Angelo
- Native Monte Carlo Capabilities
- NaviPlan 17.0
- NaviPlan® financial planning software
- Ndex Systems
- nearly six figure state-of-the-art video production studio
- Neesha Hathi
- NestEgg
- NetBenefits.com
- NetFoundry
- Network Amplifier
- NetXInvestor
- new accounts
- new base-currency analytics
- New Brand Identity
- new client portal
- new client site
- new clients and households
- new consumer-facing capabilities
- New Enterprise Fee Billing Product
- New Investment Platform for Advisors
- new judging process
- New Onboarding Workflow
- new version of Black Diamond
- New Visual Identity and Website
- newly minted technology back-end
- newsletter
- next generation trading and rebalancing platform
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September 14, 2018
Published by Joel Bruckenstein at September 14, 2018
A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
August 30, 2018
Published by Joel Bruckenstein at August 30, 2018
Categories
Most successful financial advisory firms I know are always looking for opportunities to grow their businesses. Historically, the vast majority of new business generated by advisors […]
August 28, 2018
Published by Joel Bruckenstein at August 28, 2018
After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
August 17, 2018
Published by Joel Bruckenstein at August 17, 2018
One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
July 20, 2018
Published by Joel Bruckenstein at July 20, 2018
As T3 readers are well aware, there are numerous rules and regulations that require financial advisors to protect sensitive consumer data. Some of those regulations require […]
June 20, 2018
Published by Joel Bruckenstein at June 20, 2018
Categories
Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet […]
May 3, 2018
Published by Joel Bruckenstein at May 3, 2018
Categories
If you are a large RIA firm, you probably have a compliance consulting firm or a compliance attorney on retainer. If you are a smaller firm, […]
April 16, 2018
Published by Joel Bruckenstein at April 16, 2018
Categories
United Capital Financial Advisors LLC and FinLife Partners, a division of United Capital, recently announced the launch of FinLife CX (the CX is short for client […]
April 12, 2018
Published by Joel Bruckenstein at April 12, 2018
The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
March 27, 2018
Published by Joel Bruckenstein at March 27, 2018
Experience tells us that 99.9% of independent RIA firms are conscientious about doing the right thing for clients, yet many of these firms struggle with compliance. […]