Today’s announcement of WisdomTree’s investment in AdvisorEngine, and the name change from Vanare to AdvisorEngine, are net positives for a number of reasons. Let’s start with […]
In Part 2, Joel Bruckenstein talks about the emerging solutions available to financial service firms as related to cybersecurity. Speaking at the LaserApp Financial Services Conference […]
Joel Bruckenstein talks about the problems that exist today for financial services firms as related to cybersecurity. Speaking at the LaserApp Financial Services Conference September 2016, […]
During the last few weeks, I’ve had the opportunity to attend both the Orion FUSE event and the SS&C/Advent Deliver Conference. The two events could not […]
Whether it’s a young Arnold Schwarzenegger breaking through a wall or a space station turning against you, the machine takeover has been on the minds of […]
“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
Former rock star turned motivational speaker Jay Jay French talks with T3 Conference producer Joel Bruckenstein about his career and what financial advisors can learn from […]
I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show. There seems […]
It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]