Joel Bruckenstein

January 16, 2017
Published by T3NewsADM at January 16, 2017
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T3 Announces Job Fair for CFP Students, Feb 14-17, 2017 in California

Thinking of attending the T3 Advisor Conference in February? Here is yet another reason! New this year: A job fair for entry-level financial planners and multiple […]
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December 19, 2016
Published by Joel Bruckenstein at December 19, 2016
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Quick Takes: AskTRAK by Trust Builders, Inc

This article is the first in what I hope will be a frequent column that supplies readers with a quick overview of a product or service […]
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December 15, 2016
Published by Joel Bruckenstein at December 15, 2016
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Big PIEtech Coup: MoneyGuidePro and MyMoneyGuide Lab to Power Schwab Intelligent Advisory Service

When Schwab recently announced the launch of Schwab Intelligent Advisory, the firm stated that “Clients will complete a self-guided online planning tool focused on their specific […]
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December 15, 2016
Published by Joel Bruckenstein at December 15, 2016
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Will Schwab Upend the Advisory Business?

Charles Schwab recently announced plans to expand its suite of wealth management and advisory services with the launch of Schwab Intelligent Advisory, a hybrid advisory service […]
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November 18, 2016
Published by Joel Bruckenstein at November 18, 2016
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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 […]
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November 16, 2016
Published by Joel Bruckenstein at November 16, 2016
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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 […]
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October 20, 2016
Published by T3NewsADM at October 20, 2016
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T3 Enterprise Conference to Take Place November 2-4, 2016

Joel Bruckenstein and a select group of industry thought leaders will gather November 2-4, 2016 at the Cosmopolitan of Las Vegas hotel and resort to dialog […]
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October 18, 2016
Published by Joel Bruckenstein at October 18, 2016
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Fidelity to Launch Digital Advice Platform for Advisors

Ever since the launch of Fidelity’s direct-to-consumer digital offering (robo advisor) was announced, I’ve been anxious to see what Fidelity had in store for advisors. The […]
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October 12, 2016
Published by Joel Bruckenstein at October 12, 2016
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eMoney Takes their Summit to the Next Level

eMoney Advisor recently hosted its third annual Advisor Summit at The Ritz-Carlton Laguna Niguel in Dana Point, California. Approximately 650 financial services professionals from across the […]
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