November 18, 2016

Thoughts on the WisdomTree Investment in AdvisorEngine (formerly Vanare)

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 […]
November 16, 2016

Digital Assistant Faceoff: The Amazon Echo vs. Google Home

I’ve been playing around with the Amazon Echo for some time now, and I’ve been quite impressed with what it can do, so when Google announced […]
October 7, 2016

Cybersecurity – Part 2: Solutions Available to Financial Firms Today

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 […]
October 7, 2016

Cybersecurity – Part 1: Problems Firms Face Today

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, […]
September 19, 2016

Portfolio Management, Reconciliation and Accounting – Some Thoughts on Outsourcing for Financial Advisors

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 […]
July 20, 2016

Rise of the Machines

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 […]
June 17, 2016

Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LPs

“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 […]
May 5, 2016

Twisted Sister’s Jay Jay French Talks with Joel Bruckenstein at T3 Advisor Conference

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 […]
April 27, 2016

The Evolution of Professional Software for Advisors

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 […]
April 21, 2016

Advyzon Solves the Whole Puzzle

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 […]