Joel Bruckenstein

February 26, 2020

New Intel and Marketing Solutions Revealed at T3 in San Diego

In the 2020 T3/Inside Information Software Survey for Financial Advisors — which with 5175 valid responses is the largest survey of its kind — released at […]
December 18, 2019

Golden Nuggets from the 2019 T3 Enterprise Conference

Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
October 29, 2019

Laserfiche Announces Laserfiche Vault, Solution Package to Support Broker Dealer Firms with SEC Compliance

Laserfiche, a leading global provider of intelligent content management and business process automation, announced the launch of Laserfiche Vault. Specifically designed for the financial services industry, […]
October 25, 2019

Dave Shindel, CEO & General Partner of United Planners Passes Away at Age 65

Monday, October 21, 2019 will be marked as one of the most difficult days in the 30+ year history of United Planners. The Executive Management Team had […]
October 15, 2019

Bob Veres and Joel Bruckenstein Announce 2020 Software Survey Now Open

Bob Veres (www.BobVeres.com) and Joel Bruckenstein (www.JoelBruckenstein.com) have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have […]
September 9, 2019

Ten Years of Innovation and Collaboration Celebrated at TD Ameritrade Tech LINC

I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]
May 14, 2019

TradePMR Named a Winner of 2019 Excellence in Customer Service

TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one […]
April 23, 2019

There’s More to Orion’s New Brand Unity Than Meets the Eye

A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
March 14, 2019

Envestnet to buy PIEtech, the developers of MoneyGuidePro, for $500 Million

Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
February 28, 2019

Technology has Failed to Increase Advisors’ Efficiency – Here’s Why (and How to Fix the Problem)

While pursuing new product offerings and market supremacy, fintech platforms seem to have forgotten to try and make advisors’ lives easier. Some companies are hellbent on […]