March 17, 2017
Published by Joel Bruckenstein at March 17, 2017
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Schwab Launches Schwab Intelligent Advisory: Should Advisors Worry?

Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]
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February 14, 2017
Published by Joel Bruckenstein at February 14, 2017
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Download the New Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
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February 8, 2017
Published by Joel Bruckenstein at February 8, 2017
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Cyber-security Tips for Financial Advisors

Cyber security is certainly on the mind of advisors today. According to at least one industry survey, cyber security is the number one technology concern among […]
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January 27, 2017
Published by Bob Veres at January 27, 2017
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The One Best Solution to the Challenges Advisory Firms Face Today

Most of you know that I usually attend and speak at the annual T3 Advisor event, and you’ve read my reviews: basically, that it’s by far […]
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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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December 2, 2016
Published by Tom Embrogno at December 2, 2016
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Is Paper Jamming Up Your DOL Preparations?

If there’s one thing that the has become apparent as firms prepare for the implementation of the Department of Labor Fiduciary Rule in April it is […]
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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 1, 2016
Published by Paul Cantrell at November 1, 2016
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Halloween’s Over! Have You Begun Preparing Your Holiday Campaigns?

Trick or Treat! You probably uttered those words hundreds (or thousands) of times yourself as a kid. Most likely you’ve answered your own door as an […]
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October 21, 2016
Published by Joel Bruckenstein at October 21, 2016
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Book Review: “Exploring Advice” Contains Insights from 39 Industry Thought Leaders

According to Kevin Knull, CFP®, the President of PIEtech, the developers of MoneyGuidePro financial planning software, the financial industry is undergoing a revolutionary shift driven by […]
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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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