Joel Bruckenstein
June 20, 2017
Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
June 8, 2017
Quick Takes are designed to provide readers with a quick overview of a product or service of interest. They are not designed to be a comprehensive […]
May 24, 2017
I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
May 3, 2017
Quick Takes are designed to provide readers with a quick overview of a product or service of interest. They are not designed to be a comprehensive […]
April 25, 2017
The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
April 18, 2017
My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
April 13, 2017
On a recent visit to Boston, I had a chance to catch up with David Canter, the new Head of the RIA Segment at Fidelity Clearing […]
April 10, 2017
Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]
March 17, 2017
Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]
February 28, 2017
This article a part of the Quick Takes series, designed to give readers a quick overview of a product or service of interest. It is not […]