May 18, 2021

The Colonial Pipeline Ransomware Attack: A Wake-Up Call for Wealth Managers

Ransomware attacks soared 158% in North America last year and 300% in the US. Ransomware industry growth driven by remote work, inadequate training, and rising cryptocurrency […]
May 4, 2021

T3 and ScratchWorks Team Up for One Big Week in Texas

Agenda includes full week of practice management sessions and technology demos for financial advisors and financial services executives Fintech startups will compete in front of industry […]
April 15, 2021

FP Alpha Celebrates “Tax Day” With Release of Roth Conversion Simulator

A Simple, Elegant Solution to the Roth Conversion Calculation By Joel Bruckenstein, CFP Although we have a reprieve until May this year, April 15th is traditionally […]
October 19, 2020

Envestnet MoneyGuide to Launch Premium Version of Plan Analytics

By Joel Bruckenstein, CFP The job of a software reviewer can be challenging at times. In order to have credibility with readers, you must do your […]
August 11, 2020

AssetBook Releases Pulse Platform Third Generation Portfolio Management and Accounting Platform

By Joel Bruckenstein, CFP AssetBook just officially released the Pulse Platform, their third-generation portfolio management and accounting system. The platform has been in beta testing with […]
July 27, 2020

Envestnet MoneyGuide Launches RIA Planning Analytics

Free Enhancement to MoneyGuide Elite Put Powerful Analytics Front and Center by Joel Bruckenstein, CFP MoneyGuide Envestnet has launched RIA Planning Analytics, a free enhancement to […]
June 10, 2020

Financial Planning Magazine: Get the Story Right

By Joel Bruckenstein, CFP Disclosure: I originated the Financial Planning Technology Survey over a decade ago. I ceased writing for Financial Planning some time ago, in […]
June 5, 2020

It Looks Like the Schwab/TD Ameritrade Merger is a Done Deal

By Joel Bruckenstein, CFP It appears that the Schwab and TD Ameritrade merger is a done deal. The Department of Justice has signed off on the […]
May 27, 2020

PlanTechHub: A New Financial Planning Tool

By Joel Bruckenstein, CFP PlanTechHub, a new financial planning tool that was previewed at the 2020 T3 Advisor Conference in San Diego, is now available for […]
May 15, 2020

A Brief Conversation with Neesha Hathi

By Joel Bruckenstein, CFP A couple of news items out of Charles Schwab & Co. last week prompted me to catch up with, Neesha Hathi, Executive […]