Joel Bruckenstein

June 10, 2020

Financial Planning Magazine: Get the Story Right

By Joel Bruckenstein, CFP Disclosure: I originated the Financial Planning Technology Survey over a decade ago. I ceased writing for Financial Planning some time ago, in […]
June 5, 2020

It Looks Like the Schwab/TD Ameritrade Merger is a Done Deal

By Joel Bruckenstein, CFP It appears that the Schwab and TD Ameritrade merger is a done deal. The Department of Justice has signed off on the […]
May 27, 2020

PlanTechHub: A New Financial Planning Tool

By Joel Bruckenstein, CFP PlanTechHub, a new financial planning tool that was previewed at the 2020 T3 Advisor Conference in San Diego, is now available for […]
May 15, 2020
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Goldman Sachs Buys Folio

What it means for RIA’s Goldman Sachs continued its move into the RIA business with the acquisition of Folio. Much has already been written in the […]
May 15, 2020

A Brief Conversation with Neesha Hathi

By Joel Bruckenstein, CFP A couple of news items out of Charles Schwab & Co. last week prompted me to catch up with, Neesha Hathi, Executive […]
April 22, 2020

A Brief Conversation with Tegra118 CEO Cheryl Nash

It has been a very interesting few months for Cheryl Nash and her team at Tegra118. As recently as the beginning of this year, she ran […]
March 27, 2020

Top 6 Mistakes Advisors Make When Working from Home – and How to Avoid Them

Generally speaking, financial advisors and the firms that serve them have done a tremendous job of responding to the COVID-19 crisis. Although many of us are […]
March 17, 2020

There’s Change Afoot at Pershing: New Leadership Charts Course, Adds Subscription Model

As Mark Tibergien gets ready to hand over the leadership of Pershing’s RIA business to his protégé Ben Harrison, there is change afoot at Pershing. The […]
December 30, 2019

Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
December 26, 2019

T3 Student Competition 2020 Promises to Delight and Surprise

Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual […]