June 5, 2020
Published by Joel Bruckenstein at June 5, 2020
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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 […]
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May 27, 2020
Published by Joel Bruckenstein at May 27, 2020
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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 […]
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May 15, 2020
Published by Joel Bruckenstein at May 15, 2020
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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 […]
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April 22, 2020
Published by Joel Bruckenstein at April 22, 2020
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A Brief Conversation with Tegra118 CEO Cheryl Nash

It has been a very interesting few months for Cheryl Nash and her team at Tegra118. As recently as the beginning of this year, she ran […]
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March 27, 2020
Published by Joel Bruckenstein at March 27, 2020
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Top 6 Mistakes Advisors Make When Working from Home – and How to Avoid Them

Generally speaking, financial advisors and the firms that serve them have done a tremendous job of responding to the COVID-19 crisis. Although many of us are […]
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March 17, 2020
Published by Joel Bruckenstein at March 17, 2020
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There’s Change Afoot at Pershing: New Leadership Charts Course, Adds Subscription Model

As Mark Tibergien gets ready to hand over the leadership of Pershing’s RIA business to his protégé Ben Harrison, there is change afoot at Pershing. The […]
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February 24, 2020
Published by Johnny Sandquist at February 24, 2020
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Highlights from the 2020 T3 Advisor Conference in San Diego

Every year, the T3 Advisor conference officially kicks off fintech announcement season. There are other notable industry events that happen before T3 in January, but it’s […]
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January 20, 2020
Published by Michael Kitces at January 20, 2020
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Find New Advisor Technology Solutions at the T3 Advisor Conference

Editor’s note: Every year since 2012, financial advisor and industry influential Michael Kitces has published a list of “best conferences” for advisor consideration. This guest post […]
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December 30, 2019
Published by Joel Bruckenstein at December 30, 2019
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Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
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November 19, 2019
Published by Joel Bruckenstein at November 19, 2019
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Schwab IMPACT: “All In” on Technology

The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
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