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Joel Bruckenstein

  1. The Big Trends in Financial Services 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.

  2. Summer Reading

    Our Technology Editor, Joel Bruckenstein , Reviews Three Books of Interest to Advisors

  3. 2013's Best Tech for Advisors

    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.

  4. Two Big Data Solutions for Financial Enterprises

    'Big data' will no longer be a fantasy for financial advisors after the introduction of cutting-edge tools.

  5. Secrets of a Journalist

    Use these tips to improve your client communications.

  6. Advisors Look to the Future

    New tech tools and trends were on parade at TD Ameritrade's annual conference.

  7. Meet Your Replacement

    Our industry's next generation is more accomplished than you might think.

  8. The Mother of All Network Scanners

    The Canon ScanFront 220P surpasses expectations.

  9. Building the Business 101: From Home to Virtual to a Real Office

    As their office evolved, two advisors had to make decisions that countered their goals.

  10. Finding Practice Nirvana

    Four industry gurus show you how to create an ideal business.

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