Joel Bruckenstein

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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

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  T3 Conference: Estate Planning for Digital Assets to Take Center Stage

  By John Sullivan, AdvisorOne  |  February 7, 2013

  What if a client’s important information is all online and password protected? What happens if they die unexpectedly?

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  Future Imperfect

  By Olivia Mellan  |  December 1, 2010

  Tarot cards, the flight of crows, Ouija boards, horoscopes, animal viscera: The past is a hodgepodge of attempts to read the future.

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  Lessons Learned From Joel Bruckenstein and Gravity Investments

  By Mike Patton  |  June 27, 2010

  One attractive aspect of our business is its dynamic nature. Change is the norm and to remain static is akin to dying on the vine....

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  Some Simple, Practical Steps to Saving Your Bacon. Plus, It's Audit Time, Again

  By Mike Patton  |  March 8, 2010

  While attending the TradePMR conference in Orlando recently, advisor and tech guru Joel Bruckenstein discussed advisor technology tools. Part of his presentation was about backing...

• What Will Advisor Technology Look Like?

  By David J. Drucker  |  June 1, 2008

  Common wisdom says you don't make projections beyond five years. With the rapid change we've all become accustomed to, some would even say five years...

• Special Technology Articles

  By Staff Writer  |  February 1, 2008

  Hi-Yo Silver! Your Silver Bullet aims to be the "euro" of advisory software by creating a kind of common denominator that eases the way for different...

• Vital office tech tools

  By Marc Butler  |  October 1, 2007

  Joel Bruckenstein is a leading technology expert in the advisor industry. In 2002, he co-authored a seminal book for advisors entitled Virtual Office Tools for...

• Taking Off

  By Melanie Waddell, AdvisorOne  |  March 1, 2002

  Since he started outsourcing last year, Steve Wigh