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Joel Bruckenstein

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  1. Joel Bruckenstein fires latest salvo in bitter battle over T3 profits

    Two months after the lawsuit was filed, Bill Winterberg and Joel Bruckenstein duke it out over conference profits, responsibilities.

  2. UPDATE: Join us in Boston for a panel discussion on robo and human advisers in April

    UPDATE: Join us in Boston for a panel discussion on robo and human advisers in April

  3. Beating robo-advisers at their own game

    Complacency over adopting new technology will only lead to a declining business, technology expert Joel Bruckenstein said at the Morningstar Investment Conference this week.

  4. T3 tech conference partners locked in legal fight over profits

    Lawsuit claims Joel Bruckenstein never paid Bill Winterberg half of the profits from a 2015 event.

  5. Summer Reading

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

  6. 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.

  7. 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.

  8. 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.

  9. Advisors Look to the Future

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

  10. Fidelity Paves Way for RIAs

    For the RIA to be, Fidelity offers a useful suite of free tools.

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