January 31, 2018

FCI and cleverDome Team Up to Thwart Cyber Threats

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
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 23, 2018

First-of-its-Kind Student Competition to Take Place at the 2018 T3 Advisor Conference Feb. 6-9 in Ft. Lauderdale

Financial advisory firms hoping to meet the next generation of talent will find just what they are looking for at this year’s T3 Advisor Conference. Not […]
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 17, 2018

TD Ameritrade Launches Institutional Market Center, an Enticing New Investment Platform for Advisors

One could argue that the majority of financial advisors would be better served by spending more time meeting with clients and prospects, and outsourcing investment management […]
January 12, 2018

Why Today’s Technology Tools Are The Golden Age Of Advisor FinTech

I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about: Recent trends in advisor technology and why […]
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% […]