February 14, 2018

Download Now: 2018 Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology sector is arguably the most dynamic aspect of the financial planning/investment advisory profession today. Custodial capabilities are evolving in an arms race of new […]
February 5, 2018

TD Ameritrade Institutional Proves Just How Laser-Focused They are on Advisor Technology

If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
January 26, 2018

Blockchain and the Future of Financial Services

“Blockchain technology will revolutionize the ­­­­__________ industry.” The above sentence, with the appropriately filled in blank, has been written thousands of times on internal business plans, […]
January 19, 2018

When is real innovation in the mortgage industry going to begin?

The future of mortgage lending holds tremendous promise, but today’s industry vision for how to leverage emerging technology is far too fixated on cost reduction to […]
January 8, 2018

Financial Advisors: Major Flaws in Computer Chips Should Really Worry You

Special Security Alert from Joel Bruckenstein, CFP® Late last week, the world at large was made aware of two major flaws in computer chips could leave […]
January 2, 2018

AdvisorEngine Acquires Junxure: Combination Looks Promising for Advisors

Junxure, one of the best-known names in advisor CRM, has been acquired by AdvisorEngine. Junxure CRM is the industry’s most awarded CRM product with a 98% […]
December 21, 2017

Financial Freedom by PIEtech, Inc. Helps Clients Budget and Manage Debt

PIEtech’s MoneyGuidePro is excellent financial planning software for advisors doing comprehensive planning with clients that have assets and who typically are not dealing with significant debt […]
December 18, 2017

Schwab Advisor “StreetSmart Edge” offers Advanced Quotes, Trading and Market Data

This year’s Schwab IMPACT conference was a bit light on major Schwab technology announcements, but there was one very interesting new offering from Schwab that has […]
December 15, 2017

Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
November 21, 2017

Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
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