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Articles tagged "Joel Bruckenstein"


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Bernie Clark: We're going to rewrite the whole portfolio management tool.

Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking

Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says

July 25, 2014 at 11:36 PM

Ram Nagappan: Everything has a computer inside it, so the goal is to find simple ways to send data that is contextual.

INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades

Mark Tibergien delivered a personal challenge to advisors at the overflowing South Florida Pershing confab as INSITE announces plans to shift ground in '15

June 9, 2014 at 3:45 AM

Anthony Sperling: We're de-coupling our growth from accounting systems.

Two years in, Advent Software gives itself a Sept. 30 deadline to release the middleware that will draw Axys users into the Cloud

Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives

May 29, 2014 at 2:34 AM

'Telepresence' robots allow an advisor to be in two places at once -- at least from the neck up.

Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients

Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors

May 1, 2014 at 6:46 PM

Oleg Tishkevich: If the 2045 Avatar Project is successful, we will have to expand the Finance Logix technology platform to creating financial plans for immortals.

Oleg Tishkevich lets loose a de facto RIA future-shock think tank in Vegas

A Heartbleed super-expert, Sochi Olympics security chief, Joel Bruckenstein's woodshed talk and Oleg's own Year 2045 post-robo oration set the shocking tone

April 28, 2014 at 6:13 AM

Joel Bruckenstein: When you're strong you can afford to overpay a little bit.

How Joe Mansueto's purchase of ByAllAccounts is mostly a show of faith in the Morningstar brand, global reach and the future of asset-quarterbacking as a billable service

The Woburn, Mass.-based aggregator has the dubious distinction of being a near-monopolist that can't quite crack the profits puzzle, sources say

April 25, 2014 at 5:28 AM

Victor Fettter: We believe there's a special sauce that LPL can provide and I don't think there's one size fits all.

Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting

The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent

April 21, 2014 at 3:36 AM

Greg Friedman and Neesha Hathi may symbolize how companies like his Junxure and her Schwab are getting close, but not too close.

How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show

Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

February 13, 2014 at 5:49 PM

Hundreds of CPAs looking to roll the dice on wealth management gathered at the Aria Resort and Casino this week.

In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas

Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

January 23, 2014 at 6:21 AM

Stuart DePina: It's not as streamlined when you're using two systems.

Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way

As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time

December 11, 2013 at 6:41 PM

Michael Askker: Of course, we're going to defend it.

Private-equity firm buys the Loeper-Wealthcare financial planning patent and big-time business execs are running with the ball

Here comes a CEO with an IPO under his belt, a Smith Barney legend and the E*TRADE baby-commercial guy

December 9, 2013 at 7:53 PM

Walt Bettinger: We expect that's a long-term play.

Why the whiff of another delay of Schwab's ETF-only 401(k) plan is drawing so much attention

As one snag follows another, the pressure builds on a signature Walt Bettinger effort, but some insiders call Schwab's pace and patience justified, even laudable

October 8, 2013 at 5:33 AM

Greg Friedman: Junxure Cloud will work for advisors customized for wealth management right from the start.

After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain

With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way

September 18, 2013 at 3:30 AM

Davis Janowski: That's something I can get excited about -- rather than writing to the 1%.

Davis Janowski gets scooped up by Wealthfront

The longtime IN technology voice will now straddle Silicon Valley and the East Coast in a new role

August 7, 2013 at 11:51 PM

Peter Wheeler: There's a one in a billion chance that something like this would happen twice.

RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its space

Bad luck and the Seattle web giant's too-porous cloud technology vexed ElevateCDS, its owner says, but RIA tech experts say perhaps more care was owed to virtual belts and suspenders

June 10, 2013 at 4:34 AM

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