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Content tagged "Joel Bruckenstein"

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	Title	Date Published
	Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain? 'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything	Wednesday 5.1.13
	Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game	Monday 4.29.13
	T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors	Thursday 2.14.13
	How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management	Monday 2.11.13
	Where RIA technology stands heading into 2013 after 2012 lost some steam Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option	Wednesday 1.2.13
	Joel Bruckenstein and Bob Veres part ways to do their own conferences Veres sees a glut of conferences but has a passion to change that with a new-concept event	Monday 11.26.12
	Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms	Wednesday 11.14.12
	Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office	Friday 10.26.12
	Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference	Monday 9.17.12
	Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares	Thursday 9.13.12
	After a year under wraps, Laser App unveils a new "anywhere" product at its sixth annual conference in San Diego Laser App Anywhere is, from its cloud, fundamentally different from the company's legacy desktop, server-based software products	Monday 8.27.12
	TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance	Tuesday 8.14.12
	Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab	Monday 4.30.12
	How AppCrown got a big RIA footprint overnight by handling Salesforce implementations TD and Fidelity are in with both feet but some are taking a wait-and-see attitude	Monday 2.27.12
	RIAs flock to Dallas for the T3 technology conference The seventh annual gathering drew 500 advisors, execs, software vendors and custodians with integrations, mobile apps and clouds on their minds	Tuesday 2.21.12
	TD Ameritrade brings some Florida heat to the RIA winter The custodian rolled out a major event sprawled across multiple hotels	Monday 2.6.12
	EISI strikes a deal to cash out its shareholders The buyer, Zywave, is a force in the property-and-casualty world	Tuesday 10.25.11
	What Messrs. Bruckenstein, Drucker and Veres cooked up in a Chicago airport hotel The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good	Tuesday 10.18.11
	Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008 Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts	Wednesday 10.12.11
	How Advent plans to make money with purchase of 'break-even' Black Diamond Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable	Thursday 9.1.11
	(Updated April 11) Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors Pershing appears to have a lead in this area	Monday 4.11.11
	Junxure moving to the cloud amid market pressures In an unusual move, CRM Software's Greg Friedman pre-announces the product release by nearly a year	Wednesday 3.23.11
	T3 reflections: Where to watch for the next big advances in RIA technology Vendors are turning their attention to the part of the software that you see	Monday 2.28.11
	Eavesdropping on the T3 conference by four bloggers with four missions as attendees Social endurance needed as much as technical savvy at this technological event	Wednesday 2.23.11
	T3 Friday Liveblog - updated every two hours - latest: RIA and vendor critiques First day of official conference sessions kicks off bright and early at 8:00am	Friday 2.18.11
	Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst's report The San Francisco-based leader is slow to react with new technology, web-based solutions, pricing, and ease of upgrades and integration, the report says	Monday 12.6.10
	Schwab chooses some giant software partners, apparently with big RIAs in mind Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration	Thursday 10.28.10
	Eavesdropping on a Cetera company's elite conference What have you done for me lately: a strategy to head off DIY clients	Monday 10.25.10
	Black Diamond releases BlueSky Mobile for the iPad Leaving nothing to chance, the Florida up-and-comer is including the Apple tablets in the deal	Wednesday 10.20.10
	Schwab PortfolioCenter may be poised to shed its utilitarian image Long a favorite for the small RIA, its spiffier reports and early admission in Schwab's grand technology plan give it a bigger future	Friday 9.17.10
	Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software Tamarac has made leaps, say iRebal loyalists, but it had a long way to go	Friday 7.9.10
	Schwab unveils a plan to create a grand ecosystem of top technology vendors to RIAs Executives of the San Francisco RIA custodian believe they can take integration further than Fidelity's WealthCentral	Tuesday 5.11.10
	A war of words flares up between Andy Gluck and Joel Bruckenstein On Financial Planning magazine's website, Bruckenstein questions Gluck's impartiality	Friday 4.16.10
	The FPA's practice management event boasts two hot speakers in its first day California entrepreneur and NSA star are among the top draws	Tuesday 3.2.10
	The T3 conference has a rebellious air and the makings of success Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs	Friday 2.12.10