Two months after the lawsuit was filed, Bill Winterberg and Joel Bruckenstein duke it out over conference profits, responsibilities.
Complacency over adopting new technology will only lead to a declining business, technology expert Joel Bruckenstein said at the Morningstar Investment Conference this week.
Lawsuit claims Joel Bruckenstein never paid Bill Winterberg half of the profits from a 2015 event.
'Big data' will no longer be a fantasy for financial advisors after the introduction of cutting-edge tools.
Advisor technology columnist Bill Winterberg's Best Tech for Advisors award winners simplify client deposits, streamline client risk assessment, and push the envelope on custody technology.
In a farewell report, MorningstarAdvisor.com technology columnist Bill Winterberg reflects on the advancements and evolutions in cloud-based and mobile technology, CRM, portfolio management, rebalancing software, and online advice over the last four years.
The Canon ScanFront 220P surpasses expectations.
As their office evolved, two advisors had to make decisions that countered their goals.
Four industry gurus show you how to create an ideal business.