Joel Bruckenstein

December 18, 2017
Published by Joel Bruckenstein at December 18, 2017
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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 […]
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December 15, 2017
Published by Joel Bruckenstein at December 15, 2017
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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 […]
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November 21, 2017
Published by Joel Bruckenstein at November 21, 2017
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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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November 9, 2017
Published by Joel Bruckenstein at November 9, 2017
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Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help

At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
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November 2, 2017
Published by Joel Bruckenstein at November 2, 2017
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Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
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October 23, 2017
Published by Joel Bruckenstein at October 23, 2017
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Royal Bank of Canada Leveraging Artificial Intelligence for Personal Finance

The Royal Bank of Canada is launching new AI-powered services that provide personalized financial guidance and an automated savings program through the bank’s existing mobile application. […]
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September 25, 2017
Published by Joel Bruckenstein at September 25, 2017
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State Investment Adviser Examinations Uncover Cybersecurity Deficiencies: Free Cybersecurity Checklist Available

A series of more than 1,200 coordinated examinations of state-registered investment advisers by state securities examiners uncovered nearly 700 deficiencies involving cybersecurity, the North American Securities […]
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September 22, 2017
Published by Joel Bruckenstein at September 22, 2017
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AdvisorEngine: An Integrated Wealth Management Platform

Although we’ve been following developments at AdvisorEngine for a while now, this is the first time T3 has devoted an article exclusively to the firm. That’s […]
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