Joel Bruckenstein

Joel Bruckenstein

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.

All Joel Bruckenstein's Stories
Joel Bruckenstein puts two applications – RIAglass and MyRIACompliance – through their paces. Can they help advisors comply with regulations?
Tech survey suggests that the use of technology will expand as the industry gets younger.
A glimpse into the future? Almost half of survey respondents 55 to 64 say they never use social media. In contrast, 100% of advisors 24 and under use the tool.
There seems to be a disconnect between advisors’ tech goals and their tech behavior.
But our exclusive tech survey shows that CRM software isn’t being used to its potential.
Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.
Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.
Tech survey shows that 36.8% of advisors are already working with these digital platforms.
Tech survey shows that financial planning software is No. 1 in terms of impact on businesses.
Emerging technology uses facial imaging to assess clients’ true feelings.
Wealth management is becoming a tale of tech haves and have nots; don’t be left behind.
Create a performance management process to get the most from staff members.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY