Articles tagged "Joel Bruckenstein"
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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
October 12, 2011 at 4:39 AM
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
September 1, 2011 at 12:04 PM
(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
April 11, 2011 at 1:41 PM
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
March 23, 2011 at 2:18 PM
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
February 28, 2011 at 3:30 PM
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
February 23, 2011 at 5:24 AM
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
February 18, 2011 at 1:52 PM
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
December 6, 2010 at 6:10 AM
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
October 28, 2010 at 4:52 AM
Eavesdropping on a Cetera company's elite conference
What have you done for me lately: a strategy to head off DIY clients
October 25, 2010 at 3:39 AM
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
October 20, 2010 at 6:04 AM
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
September 17, 2010 at 3:15 AM
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
July 9, 2010 at 6:26 AM
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
May 11, 2010 at 6:08 AM
A war of words flares up between Andy Gluck and Joel Bruckenstein
On Financial Planning magazine's website, Bruckenstein questions Gluck's impartiality
