Michael Kitces

Joel Bruckenstein’s T3 Technology Conference for Financial Advisors will Provide Tools and Advice for Growth in the Digital World

Fintech expert Joel Bruckenstein, CFP^®, has announced the preliminary agenda for the eleventh annual T3 Technology Conference for financial advisory firms. A mix of technology providers, data scientists and financial advisors will spend the three official conference days talking about the rise of the eAdvisor and how to better serve clients while scaling and achieving growth. The biggest and best technology companies and custodians as well as an exciting array of new and emerging fintech innovators will showcase their wares and share their futuristic insights at the Marriott Harbor Beach Resort in Ft. Lauderdale, February 10-12, 2016. Pre-conference activities will occur on February 9^th.

Joel Bruckenstein to serve as judge. Fuse 2014 award winners AdvisoryWorld, Riskalyze, Laser App, and Sagacious, Inc. will return to participate in Advisor FinTech Hackathon.

Orion Advisor Services, LLC, ("Orion") a portfolio accounting service provider for advisors, has announced it will host its second annual Fuse conference for financial technology developers. The event will again take place in Park City, Utah. The 2015 dates are  September 10th to 13th.

BrandYourself.com, Inc. launches new services at the 2015 T3 Conference in Dallas, TX to help financial advisors best market themselves online to convert referrals.

“Even firms that derive most of their new business from referrals may find that those who were referred check out the advisor online first – now widely accepted as a basic form of due diligence when selecting a professional to work with,” says financial expert and Partner at Pinnacle Advisory Group, Inc. Michael Kitces.

Technology Solutions Providers to Reveal Latest and Greatest Innovations at “Granddaddy” Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker are encouraging financial advisors nationwide to attend the tenth annual T3 Technology Conference for financial advisory firms of all sizes. The conference, which is being held at the Hilton Anatole in Dallas, February 12-14, 2015, is designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions.