Updated Friday, March 27, 2015 as of 1:21 PM ET

Joel Bruckenstein, a Financial Planning columnist in Miramar, Fla., is co-creator of the Technology Tools for Today conference series and technology guides for advisors, including Technology Tools for Today’s High-Margin Practice. For more information, visit JoelBruckenstein.com.

Recent Stories From This Author

4 Big Changes in Advisor Technology

Review: Morningstar's New iPad App

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The March Issue is now online!


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