Articles tagged "Joel Bruckenstein"
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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
February 21, 2012 at 6:17 AM
TD Ameritrade brings some Florida heat to the RIA winter
The custodian rolled out a major event sprawled across multiple hotels
February 6, 2012 at 4:33 AM
EISI strikes a deal to cash out its shareholders
The buyer, Zywave, is a force in the property-and-casualty world
October 25, 2011 at 2:42 AM
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
October 18, 2011 at 3:20 AM
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
