Media Mentions
How Tech Vendors Got their Messages Out to 650 advisors at T3 - February 2016
In sunny — but freezing — Fort Lauderdale last week, Ed O’Brien, senior vice president and head of platform technology for Fidelity Institutional, dazzled attendees with an all-encompassing, if jargon-laced, vision for a grand symphony of just about every application advisors will ever use and its application into and onto their custodian and clearing platforms. After Fidelity’s bombshell announcement, the rest of the general sessions may have seemed tame in comparison — but not for lack of trying on the part the 650 attendees and 80 tech vendors and custodians who swarmed into Marriott Harbor Beach Resort and Spa for Joel Bruckenstein’s Technology Tools for Today T3 conference. This year, the emphasis of the famously no-frills gathering was on client portals and client self-service technologies. In other words: dashboards and robos.
Asking the Right Questions About Risk and Robos – February 2016
As regulators begin examining robo advice offerings, firms developing financial software and digital platforms say advisors who are transparent about how they use such tools have nothing to worry about. Some executives and industry insiders even question the value of relying on a questionnaire to determine risk tolerance and make recommendations -- a method that has attracted scrutiny from critics of automated advice.
The Low Down on T3’s Eleventh Annual Advisor FinTech Conference – February 2016
The Technology Tools for Today (T3) conference started Wednesday, with more than 600 data scientists, tech experts and advisors gathering in Ft. Lauderdale, Florida, to learn about the current state of wealth management technology and where it’s going next. With 79 fintech companies in the exhibit hall, T3 founder Joel Bruckenstein called it the “only true tech conference for RIAs in the industry.”
The Year of the Client Portal – February 2016
Technology companies may be falling behind if they don't offer a client portal in some way, shape or form. Four tech firms launch new end-user platforms at annual T3 Advisor conference.
Advisors: Are You Ready for Robo 2.0?
Developers of robo advice say it will grow beyond an asset allocation tool into a more proactive and complex financial advice platform, leveraging data aggregation and even artificial intelligence capabilities. Such innovation -- dubbed by some as robo 2.0 -- had advisors attending the Technology Tools for Today Conference wondering about what's next in digital advice and how it would affect their work.
Five Things to Learn from the 2016 T3 Advisor Conference – February 2016
The 2016 T3 Advisor Conference, which was held this year in sunny Ft. Lauderdale, FL, is the financial world’s equivalent of the Consumer Electronics Show, according to industry guru Bob Veres. This event always delivers tremendous value and updates on the latest technology innovations for wealth management. Here are the best ideas that came out of Day 2.
FinTech Company Streamlines Checking in with Clients – February 2016
Financial advisors work hard to prevent clients from reactionary investment decision that can stray them from their long-term plan, but doom-and-gloom headlines during periods of market volatility can shake a client’s confidence. To help advisors reinforce their message, Riskalyze introduced a new product Wednesday at the T3 conference that quickly checks to see how clients are feeling in the months between regular reviews.
Financial Advisor Lessons from a Twisted Sister - February 2016
At first glance, it may not seem like heavy metal guitarists and financial advisers would have much in common. But Jay Jay French, founding member and guitarist of Twisted Sister, which is celebrating its 40th anniversary and last tour this year, convinced those attending the Technology Tools for Today conference in Fort Lauderdale during his keynote speech about entrepreneurialism, industry changes and sticking it out when the going gets tough.
eMoney Unbundles Client Portal and Financial Planning Tools
With a clear focus on upgrading the client experience, eMoney Advisors revealed a major overhaul of its client portal and announced that it would be unbundled from its financial planning tools. Financial planning is still at the core of eMoney’s offering, but the company said at the T3 Conference that it has heard from many advisors who want to use the client portal without including financial planning in their business model.
Tech Vendors Upped their Ante at T3 – February 2016
Software vendors at the T3 conference demonstrated how they are gearing up to arm advisers with real-time tools and better web portals as client expectations continue to rise with the advent of more efficient technology.
Strategy & Resources Consulting Team at T3 Says: Stop Chasing Squirrels – February 2016
With an ever-increasing amount of technology vendors vying for wealth managers’ budgets, it can be confusing and often intimidating for the registered investment advisor trying to find a new tool that works and is affordable. David Girmann, a consultant with Strategy & Resources, said the process can be like “chasing squirrels.” So the Technology Tools for Today (T3) Conference, perhaps the largest industry event focused solely on wealth management technology, kicked off Wednesday in Ft. Lauderdale with a panel of consultants offering advice on buying, implementing and adopting technology, and what can happen if it goes wrong.
Bill Winterberg’s Video Coverage of the 2016 T3 Advisor Conference – February 2016
Industry consultant and citizen journalist Bill Winterberg attended the T3 conference in Ft. Lauderdale and filed these three entertaining and informative video blogs:
Day 1 at T3 2016 – Gearing Up on PreCon Day
Day 2 at T3 2016 – The Conference Begins
Day 3 at T3 2016 – Second Full Day
Fidelity and eMoney Creating Custodian Competition – February 2016
Fidelity Investments has set its sights on the ultimate data dashboard for its advisers, likely using eMoney Advisor's technology and the financial planning software's relationships with custodial competitors. The platform, called WealthScape, is the firm's expected single uniform platform, and will be for broker/dealers, registered investment advisers and family offices.
Interviews From the T3 Technology Conference – February 2016
In this jam-packed episode industry consultant Steve Sanduski provides his takeaways from the T3 Technology Conference as well as interview clips from six industry leaders. He covers four themes that emerged from the conference including: enhancing the client experience, offering a client portal, delivering a quality financial planning offering, and using big data to make better business decisions and personalize the client experience.
Advisors: How to Outsmart the Smart Phone – February 2016
RIAs are already using technology in their back offices and middle offices, to outsource or automate whatever chores can be outsourced or automated. But they were told at T3 that they need much better client-facing interactive technology, especially if they hope to inherit their current clients' tech savvy Millennial children. The 79 tech companies with exhibits at the conference were there to fill that need. Companies like Morningstar, Fidelity, eMoney Advisor, MoneyGuidePro and RedTail, as well as Oranj, Riskalyze and Intelliflo pitched, demonstrated or announced the arrival of their newest software or platforms or mobile apps. There are enought options to make even a computer-literate advisor's head spin -- but nobody wants to end up as a Yellow Cab in and Über-driven world.
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Smartphone Security Should be the No. 1 Priority for Advisers Accessing Client Data on the Go - August 2015
Hacking isn't just on desktops — mobile devices are the new battleground, says tech writer Alexandra Malito who consulted Joel Bruckenstein for his advice.
Fidelity Acquires eMoney Advisor - August 6, 2015
Big news: Fidelity Investments has agreed to acquire eMoney Advisor, a leading wealth planning software company. Joel Bruckenstein has the story.
Beyond E-Signatures - August 6, 2015
A truly digital office has higherefficiency, lower costs and stronger oversight. This in-depth profile on DocuSign by Joel Bruckenstein provides key insights.
Cut from a Different Cloth – August 2015
Joel Bruckenstein takes Everplans Professional for a spin and provides in-depth comments on this digital estate planning platform that helps advisors better connect and serve their clients.
Want Market Intel for Free? There's an App for That - July 2015
A new, free app from T. Rowe Price gives advisors key market intelligence in a modern, scalable and user-friendly way. Joel Bruckenstein reports.
TD Ameritrade to Join Robo Race - June 2015
Still a work in progress, TD's product will be less "robo" and more expensive than some of its competitors' offerings but there are other great things to note, says Joel Bruckenstein in this in-depth piece.
A New Bet on Financial Health - June 2015
A promising app from Finance Logix could help engage clients in the planning process. But there's one key aspect that may prove controversial, says Joel Bruckenstein in this tech review.
Charles Schwab Launches Institutional Intelligent Portfolios - June 2015
Schwab's program is an ETF-centric, automated digital investment management platform designed specifically for RIAs, says Joel Bruckenstein in this in-depth piece.
Why High-Performing Advisers are Aggressively Adopting Technology - May 2015
With the industry at a technology tipping point, here's what the leading advisers are doing on the technology front. Writer Hal Bundrick quotes Joel Bruckenstein and other tech experts in this piece.
FinTech Firm Acquisitions Continue, Stirring Advisor Concerns - May 2015
John Hancock's acquisition of Guide (for an undisclosed sum) suggests a pattern of bigger companies on the asset management and insurance sides acquiring smaller tech companies, says Joel Bruckenstein, a Financial Planning columnist and founder of the Technology Tools for Today (T3) Conferences.
Beyond the Robo-Advisor - May 2015
WealthMinder seeks to bring wealth management to the masses. Joel Bruckenstein reports.
BizEquity Advisor Office Launches Private-Label Service for Advisors - May 2016
An online provider of business valuations and data is launching a subscription service for wealth managers, RIAs and insurance advisors to better prospect for and serve clients. Joel Bruckenstein reports.
Advisers Drop the Ball, Don't Prepare for 'Mobilegeddon' - April 2015
Google is switching up its mobile search algorithm, and many advisers won't make the cut, says tech writer Alexandra Malito. Joel Bruckenstein is quoted.
Tech Support for Advisors Facing the Robo Challenge - April 2015
Financial advisors of all stripes have to adapt to evolving technology and increasing competition from online brokerages and other investment firms. Automation tools can help. Joel Bruckenstein is quoted in this Dan Butcher piece.
Will Robo Advisors Complement or Cannibalize Your Business? - April 2015
The fast evolution of technology has many industry leaders trying to figure out whether robo advisors are a threat, a tool or something else entirely. Writer Andrew Welsch asked Joel Bruckenstein for his advice.
Upgrade for Grendel - April 2015
Once known just for CRM, the company has since built out a broader cloud-based suite of tools. Joel Bruckenstein checks out the new offering.
What Makes Orion So Special? - April 2015
Joel Bruckenstein says Orion should be able to deliver the tech services advisors need in the years ahead.
4 Key Advisor Tech Shifts – April 2015
Joel Bruckenstein provides lessons from the T3 conference in Dallas. He starts with M&A deals and moves to the proliferation of robo-platforms which are integrating with advisor businesses. He closes by saying that established firms are becoming innovators again.
4 Big Changes in Advisor Technology - March 2015
Planners are demanding more sophisticated tools and vendors are responding. Here are the top takeaways from this year's Technology Tools for Today Conference.
Morningstar's New iPad App - March 2015
Plenty of functionality is missing from this debut product. But for the advisor on the move, there’s plenty to like as well, says Joel Bruckenstein in this in-depth review.
Schwab Lays Out Specs Of Forthcoming RIA-Focused Robo Program - March 2015
The institutional-level program for advisors follows the recent rollout of its retail robo offering.
Into the 21st Century, Finally - March 2015
FinaMetrica’s improved platform is more flexible and better for users says Joel Bruckenstein in this in-depth report
4 Big Changes in Advisor Technology - March 11, 2015
For well over a decade, advisors have been demanding more of their technology providers, and it appears the wait is finally over. This year’s Technology Tools for Today Conference included several examples of significant innovations in the advisory tech realm. Here’s what Joel Bruckenstein thought were the most significant takeaways.
The Secret to Using Technology to Improve Client Engagement - February 2015
Buzzwords from three years ago like "mobility" and "the cloud" are table stakes for adviser technology, according to Joel Bruckenstein in this video interview with InvestmentNews. But what's the secret to improving how you use technology?
Integration is the Next Big Thing - February 2015
Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms, says tech writer Alexandra Malito. Joel Bruckenstein is quoted.
5 Steps to Incorporating a Robo into your Firm - February 2015
Time for advisers to develop an online approach — here's how, according to Joel Bruckenstein and other experts consulted by practice management writer Liz Skinner.
Tamarac's New iPad App - February 2015
Advisory firms are finally starting to provide a better experience for tech-savvy clients. Tamarac's new app is a step in the right direction, says tech writer Joel Bruckenstein.
Staying Ahead - February 2015
How advisors respond to changing demographics and technology will be important to their success, says this Schwab executive. Joel Bruckenstein reports.
Advisers Who Embrace Big Data will Have a Leg Up on Competitors - January 2015
Tech experts predict data analysis will lead to improvements in financial planning for clients, plus better business practices that can boost adviser profitability. Joel Bruckenstein weighs in in this Liz Skinner piece.
After Morgan Stanley Data Breach, How to Talk to Clients About Cybersecurity - January 2015
The event reminds firms, advisors and clients of the ever-evolving threat of data breaches. Here's what advisors should do. Joel Bruckenstein provides insights alongside an number of other industry tech experts.
Sometimes, You Have to Take Risks - January 14, 2015
There is an opportunity cost to always waiting for someone else to develop the next technology innovation. If you want to stay ahead of the competition, you sometimes have to stay on the bleeding edge.
Threat Vs. Opportunity - January 2015
Robo-advisors have the potential to shake up the status quo, most likely for the better, says industry tech guru Joel Bruckenstein in this in-depth piece.
Best For Advisor Technology: Technology Tools For Today (T3) Conference – October 6, 2014
On his Nerd’s Eye View website, Michael Kitces sites the Technology Tools For Today Conference as one of the 8 best conferences for advisors to attend in 2015, as well as the best for advisor technology.
Choosing Conferences – August 4, 2014
David Lawrence mentions the Technology Tools for Today Conference in his column on choosing the best conferences to attend. The T3 Advisor Conference will take place February 12-14, 2015 at the Hilton Anatole in Dallas.
Forecast: How Advisors Will Work in the Future – June 2, 2014
Joel Bruckenstein of T3 discusses emerging advisor technologies and how they fit into the advisor office of today and in the future.
Investment Advisor Reveals The 'Most Influential' People in the Investment Advisory World: Joel Bruckenstein and Dave Drucker Include - April 28, 2014
Investment Advisor has announced the 12th annual IA 25: the 25 most influential people in and around the advisor community. Investment Advisor's editors selected these honorees for the impact they have had and will continue to have on investing, practice management, technology and the regulatory universe in which all advisors operate. Joel Bruckenstein and Dave Drucker are among those listed.
4 New Advisor Tech Trends – April 1, 2014
While the shift to the cloud and mobile tools continue to dominate the advisor technology landscape, a few newer patterns emerged at the 2014 T3 Advisor Conference in Anaheim. Discover four new advisor tech trends by reading more now.
Notable Adviser Software Tools that Debuted at T3 – February 20, 2014
Industry tech guru Michael Kitces discusses some of the top software tools that debuted at the 2014 T3 Technology Tools for Today Advisor Conference, including Rixtrema, Wealthbox CRM, RetireUp, and WealthAccess. Learn more now via InvestmentNews!
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference – February 20, 2014
The T3 Advisor Tech Conference continues to grow, both as a location for advisors to find technology solutions, for technology providers to connect (and integrate) and where the industry media gather to cover many of the biggest advisor technology announcements and company debuts. According to Michael Kitces, the T3 2014 conference had already been on his list of the “Top Conferences for Financial Advisors”, and it will definitely be back on the list for 2015. Be certain to save the date now: February 12-14, 2015 at the Hilton Anatole in Dallas.
The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference – February 19, 2014
Michael Kitces gives his impressions of the 2014 Technology Tools for Today Advisor Conference. He notes that this year’s T3 conference seemed to mark a turning point where the challenge of advisor technology decisions was less and less about finding software at all, and increasingly about the difficulty of navigating a complex patchwork of integrations and choosing from an ever-wider array of potential solutions.
Competition brings out the best in Financial Planning Students – February 18, 2014
Although there is much to be written about all of the technology scoops at the 2014 T3 Technology Tools for Today Advisor Conference, Sheryl Rowling, founder of Total Rebalance Expert (TRX)® and a contributor to Investment News, found the FAStech Cup competition the most exciting. Students from seven universities competed in two challenges highlighting their planning and technology skills.
SEI to integrate Redtail, MoneyGuidePro, and ActiFi, Wealthbox CRM launches, and more – February 14, 2014
In this short and fun video, Bill Winterberg of FPPad gives his 2014 T3 Advisor Conference recap, where he discusses who generated the biggest buzz at the industry’s top technology conference.
How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show – February 13, 2014
Guest columnist Timothy Welsh, an industry consultant and founder of Nexus Strategy, condenses three full days from the 2014 T3 Advisor Conference, held February 10-12 at the Hilton in Anaheim. This conference was especially notable for the presence of the industry’s heavyweight independent broker-dealers and TAMPs.
LPL's Victor Fetter: Technology as Advisor Advantage – February 12, 2014
LPL Financial’s CIO Victor Fetter sits down for an interview at the 2014 T3 Technology Tools for Today Advisor Conference with Ann Marsh of Financial Planning. LPL's new tech platform has become so good at simplifying the advisor experience that they are able to spend much more time with clients.
This ain’t no Fantasyland: Tales from T3 – February 12, 2014
Joyce Hanson of Investment News gives her takeaways from the 2014 T3 Conference for Advisors, including the robo-advisor threat, consumerization of technology, and other industry themes. The Advisor Edition of the conference was forward-looking and advisor focused, featuring educational sessions led by industry thought-leaders, as well as meaningful networking opportunities. The Enterprise Edition of the T3 Conference will take place November 12-13, 2014 at the Hilton in Downtown Atlanta.
Document Management Company Finds Paperwork Payoff – February 12, 2014
Tim Welsh, a consultant for Laserfiche (an enterprise document management company that promises to help RIAs create more effective back-office operations), presented the firm’s findings at the recent 2014 T3 Advisor Conference. The study found that effective back-office operations could help yield significant savings and increased productivity, including simplified compliance, automation of back-office processes, and reduced paper storage costs.
Fear of missing out’ drives T3 agenda as tech news comes fast and furious – February 11, 2014
Joyce Hanson provides her initial thoughts from the 2014 T3 Advisor Conference, including that technology news and industry trends are coming faster and with more frequency than ever before. With the industry constantly becoming more tech-savvy, combined with the choice of educational sessions at T3, ‘fear of missing out’ was surely a concern for many conference-goers.
VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce, etc. – February 11, 2014
Gotham Tech Labs launched their new Wealthbox CRM at the 2014 T3 Conference for Advisors, which should immediately compete with Redtail, Salesforce, and other top CRM systems in the financial services industry, say industry tech writer Kelly O’Mara. Learn more about Wealthbox and its unique “social CRM” features via RIABiz.
SEI Partners With Tech Firms On Integration – February 10, 2014
Four companies well known to advisors are integrating their services, resulting in a CRM system, a financial planning tool, and a custodial platform all working together. Beta testing with select advisors began at the 2014 T3 Advisor Conference. Read more now!
Wealth Advisor - Video Interview with Veronica Dagher - November 8, 2013
Wall Street Journal's Veronica Dagher caught up with industry technology expert Joel Bruckenstein while at the Fidelity Inside Track Conference in NYC November 1-3. Watch this 4 minute video for great insights from Joel!
Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps – November 7, 2013
For the first time, in 2013 T3 held two conferences adding the Enterprise Edition on top of their wildly successful Advisor Edition in order to create an event geared towards broker-dealers and large RIAs looking to enhance their advisors’ productivity and simplify the many day-to-day processes of providing financial advice. This article by industry journalist Brooke Southall provides insights into the who, what and WHY of T3.
Chock full of new goodies from T3 Enterprise – November 7, 2013
Sheryl Rowling , founder of Total Rebalance Expert (TRX)® and a contributor to Investment News, shares her insider’s highlights from networking, educational vendor sessions, and exhibits at the 2013 T3 Enterprise Conference, which took place November 3-5, 2013 in Chicago. Vendors included MoneyGuidePro, Redtail Technology, Laserfiche, Junxure CRM Software, MacroRisk Analytics, ProTracker Software, Copytalk, cleverDome, Wealthbox CRM, Orion Adviser Services, Total Rebalance Expert and many more. Discover the highlights of the T3 Enterprise conference now.
Day Two at T3: A Lack of Data Standards – November 6, 2013
Although the lack of data standards and also technology integration issues in the industry were a huge focus of the 2013 T3 Enterprise Conference, there has been quite a bit of innovation among the software vendors and broker-dealers to develop some compelling integrations among systems, specifically by utilizing cloud technology. This article by industry consultant Tim Welsh provides additional insights.
Live from T3: Deploying Tech at the B/D Level – November 5, 2013
Joel Bruckenstein, industry tech guru who is known for the T3 conference aimed at the independent advisor marketplace, has taken his tech event to the broker/dealer community for the first time. Learn more about this special two-day event at WealthManagement.com.
After years of making Junxure’s future more ‘cloud’-y, Friedman takes a big stage in Texas to explain – September 17, 2013
T3 producer and technology guru Joel Bruckenstein said that the new Junxure Cloud CRM platform has an elegant interface, is easy to use, and integrates well, among other promising features. Learn more now via RIABiz.
LPL kicks off major tech upgrades, cuts prices – August 19, 2013
LPL recently announced major upgrades to its technology platform, ranging from mobile access to website branding, as well as portfolio re-balancing and trading. T3 producer Joel Bruckenstein, among others, has taken notice of the changes and thinks that “it’s a big deal.”
New Envestnet Offering Draws on Big Data – May 6, 2013
Envestnet’s new offering features analytics tools, intellectual property, overlay services, guidance, news, analysis, and customized reporting for multiple accounts. It will also include access to third-party macro-analytics technology provider HiddenLevers, which offers “stress testing,” scenario modeling, and risk profiles for portfolios. Tech guru Joel Bruckenstein gave HiddenLevers high marks, but said it may be ahead of its time. However, he still suspects the HiddenLevers will become widely accepted and Envestnet will reap the benefits.
Media Review by Bob Veres – May 1, 2013
Long-time industry observer and visionary Bob Veres, Publisher of Inside Information, says that this article, Required Reading for Tech-Savvy Planners, in the April issue of the Journal of Financial Planning is highly relevant for financial advisors. Veres provides a short summary of the JFP article and points out his own favorite chapters.
Is Fidelity’s move to put RIAs deeper into the cloud gonna make it rain? – May 1, 2013
Fidelity has announced it will begin offering a third-party cloud-based virtual desktop to its advisors. According to Joel Bruckenstein, “they’re first to market with something like this.” The ability to access all small business and back-office software, as well as industry-specific software like CRM and portfolio reporting, on any mobile device with just one click is a game-changer.
NAPFA Advisor magazine Book review – By Frank Presson, CFP® – May 2013
Bruckenstein’s and Drucker’s new book updates the vision and takes it to another level by adding the collective wisdom of a number of experts who contributed their own chapters to this revised edition.
*As appears in the May 2013 issue of the NAPFA Advisor Magazine
Pardon the Disruption – Investment News – May 2013
How game-changing software often radically rejiggers the way advisers do their jobs.
Book Review: Technology Tools for Today’s High-Margin Practice – April 1, 2013
Bruce Colin, a financial planner and contributor to the Journal of Financial Planning, reviews the new T3 book, Technology Tools for Today’s High-Margin Practice. He claims that it is required reading for tech-savvy planners and worth the investment. Read the full review now!
Biggest Tech Trends Now – April 1, 2013
According to T3 producer Joel Bruckenstein, the main tech concern for advisors that attend the T3 conference has been data security. Read more about security updates, password protection, mobile safety, and more via this Financial Planning article written by Bruckenstein himself.
Media Review by Bob Veres – April 1, 2013
Long-time industry observer and visionary Bob Veres, Publisher of Inside Information, says that this article, Getting Stronger by Joel Bruckenstein in the March issue of Financial Planning Magazine is highly relevant for financial advisors. Veres provides a short summary of the article, which focuses on AssetBook’s new RADAR product.
Media Review by Bob Veres – April 1, 2013
Long-time industry observer and visionary Bob Veres, Publisher of Inside Information, says that this article, Raising the Bar by Joel Bruckenstein in the March issue of Financial Advisor Magazine is highly relevant for financial advisors. Veres provides a short summary of the article, which focuses on FinFolio’s portfolio management software package.
How Advisors Can Use Mobile Devices to Stand Out and Increase Productivity – March 17, 2013
Mobile technology is huge in the advisor industry right now and a trend that was heavily discussed at the 2013 T3 Advisor Conference. Optimizing your website for mobile devices, improving efficiency with a mobile CRM, custom branded apps, and being able to take your business on the go are just some of the important mobile issues advisors must think about.
3 Biggest Advisor Tech Trends – March 10, 2013
T3 co-founder Joel Bruckenstein discusses three of the biggest technology trends with financial advisors: Security Updates, Custodial Support, and the adoption of Windows 8. Read more now on Financial-Planning.com.
Tech Trends and Implications: How Financial Planning Is Adapting – March 2013
Tech guru Joel Bruckenstein participated in a roundtable moderated by Michael Kitces along with Davis Janowski, Spenser Segal, and Bill Winterberg. Learn more about how the financial planning industry is adapting to technology trends by reading the manuscript of the roundtable between these industry thought-leaders.
Tales from T3: What jumped out – February 24, 2013
Davis Janowski of Investment News discusses the top technology trends from the eighth annual Technology Tools for Today conference in Miami. On display were several new beautiful interfaces designed for Windows 8 and RT, and a big topic was how advisors can better secure their firms against the latest in technology vulnerabilities.
Top Adviser – Technology Trends in View – February 19, 2013
Discover several big trends in advisor technology at the 2013 T3 Advisor conference in Miami. Technology continues it migration from mainframe software to cloud-based applications, and the emergence of CRM as the integration hub of choice are some of the topics discussed.
The 15 Smartest Things Heard (and Tweeted) at Technology Tools for Today – February 15, 2013
Financial Planning reveals the smartest things heard and Tweeted from the 2013 T3 Advisor conference. The event featured the industry’s best and brightest highlighting all the latest technology tools that will help advisors be more competitive, effective, and efficient. Joel Bruckenstein said the biggest mistake advisors make about technology is that they see it as an expense instead of an investment.
T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables – February 14, 2013
Timothy Welsh, an industry consultant, discusses the 2013 T3 Advisor conference, where virtually every RIA technology vendor put on a show for advisors. Joel Bruckenstein’s hype about his event’s must-see status isn’t hype!
Postscript: What exactly should we make of the T3 phenomenon? – February 14, 2014
Brooke Southall of RIABiz discusses the impact of the T3 conference on technology vendors and advisors, noting that the conference attracts nearly every key tech company related to RIAs all in once place, bringing their A games to the event.
Technology Tools for Today Day 2 – February 13, 2013
Samantha Allen of AdvisorTV gives an inside look at day two of the 2013 T3 Advisor conference in Miami, and interviews T3 co-founder Joel Bruckenstein. Watch the video now!
Technology Tools for Today Day 1 – February 13, 2013
Technology plays a crucial role in running an efficient and competitive financial planning practice, but what are the most important trends and innovations for advisors today? Find out via AdvisorTV live at the 2013 T3 Advisor conference.
T32013 Live: A new tech quarterback for your firm – February 11, 2013
Davis Janowski discusses cloudRIA, a startup that launched at the 2013 T3 Advisor conference and has the potential to simplify the lives of many an advisor, as well as an update on portfolio management application PortfolioCenter.
T3 Conference: Estate Planning Digital Assets to Take Center Stage – February 7, 2013
John Sullivan of ThinkAdvisor discusses the importance of estate planning for digital assets, which was one of the main topics discussed at the 2013 T3 Advisor conference. “The estate planning for digital assets focus is the first of its kind at a conference like this,” says Joel Bruckenstein.
28 Times A Year – February 6, 2013
Joel Bruckenstein discusses Zywave’s new product release, Advisor Briefcase. For years Zywave has offered insurance brokers tools that would allow them to acquire new business and retain clients: marketing communications tools, agency automation tools, client portals, and data analytics. Now, this new marketing product is available for independent advisors and enterprises through Advisor Briefcase, and is a welcome addition to the market.
Schwab Talks Tech – January 4, 2013
Schwab advisor services announced several new initiatives and provided updates on a number of previously announced projects during its annual Impact conference, held in Chicago in November, 2012. Advisor technology is moving forward at Schwab, and there appears to be a well-defined road map for the year ahead, says T3 organizer and co-founder Joel Bruckenstein.
Meet the Wealth Management Firm of the Future – December 3, 2012
When David Drucker and Joel Bruckenstein wrote a book about technology innovations for advisers in 2002, many readers were skeptical of their recommendations to use email and create a website. Now, ten years later, their 2002 advice has become an essential part of doing business. Jennifer Hoyt-Cummings, a practice management reporter at Reuters, spoke with the duo about their past predictions and, more importantly, their upcoming new book, "Technology Tools for Today's High-Margin Practice," which is due out early 2013.
New Conference Lures Big RIAs to Denver – September 18, 2012
When two advisor industry newsletter publishers collaborate, good things happen. Case in point: the 2nd annual Business and Wealth Management Conference presented by Bob Veres, publisher of Inside Information magazine, T3’s Joel Bruckenstein and Dave Drucker. The meet-up was held over three days in Denver at the Hyatt Regency Hotel, Sept. 13-15. The BWM conference featured a plethora of educational sessions and networking opportunities led by some of the RIA industry’s best and brightest and drew more than 200 advisors, vendors and consultants to the Mile-High city.
Bruckenstein Talks Tech at Advent Conference – September 13, 2012
AdventConnect 2012 drew more than 1,100 attendees together in Las Vegas to learn about the latest technology trends, developments and ideas for putting the advisor software giant’s accounting and reporting systems to their best use. “I’ve had a love-hate relationship with Advent over the years, so I think I’m qualified to lead this conversation,” Bruckenstein said. Author Tim Welsh said Bruckenstein did a great job as moderator and brought the outside perspective to the panel discussion.
Boost Creativity at T3 - March 14, 2012
The Marketing Maven Marie Swift provides tips for how advisors can re-energize to be more creative, intuitive and articulate. She also recommends three ways advisors can sharpen the saw - and includes the T3 Technology Conference as one of her top 3 picks.
RIA Central – February 15, 2012
Columnist Nicole Coulter reports that hundreds of financial professionals gathered in Dallas - Feb. 16-18, 2012, to discuss the latest technological innovations in the investment advice business. The 7th annual event was sponsored by Financial Planning magazine, On Wall Street, and Bank Investment Consultant, and hosted by practice management guru David Drucker and tech genius Joel Bruckenstein. Read the article: Best New Technology for Financial Advisors – The T3 Annual Conference.
New Practice Management Conference – September 26, 2011
Lisa Shidler of RIABiz writes about the premier Business and Wealth Management Forum that T3 Producers David Drucker and Joel Bruckenstein are hosting in partnership with Bob Veres and Jean Sinclair, publishers of Inside Information, a subscription-based newsletter for advisors. The conference is designed to provide advanced training and conversations to the more sophisticated advisor.
