Joel Bruckenstein

April 13, 2017

A Conversation with David Canter, New Head of the RIA Segment at Fidelity

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 Releases Orion Social, a Comprehensive Help and Training Resource

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 Launches Schwab Intelligent Advisory: Should Advisors Worry?

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

Quick Takes: datAshur Pro, A Safe, Secure USB Drive

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 […]
February 24, 2017

Quick Takes: ScreenMeet – An Alternative to Join.me or GoToMeeting

This article is the third in what I hope will be a frequent column that supplies readers with a quick overview of a product or service […]
February 16, 2017

Orion Announces the Launch of Eclipse at T3 Conference

Orion Advisor Services CEO Eric Clarke is demonstrating Eclipse, Orion’s next generation trading and rebalancing platform, at the 2017 Technology Tools for Today (T3) Advisor Conference […]
February 14, 2017

Download the New Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
February 8, 2017

Cyber-security Tips for Financial Advisors

Cyber security is certainly on the mind of advisors today. According to at least one industry survey, cyber security is the number one technology concern among […]
December 19, 2016

Quick Takes: AskTRAK by Trust Builders, Inc

This article is the first in what I hope will be a frequent column that supplies readers with a quick overview of a product or service […]