T3 Blog

Joel Bruckenstein’s Technology and Practice Management Conference for Financial Advisors to Include Storytelling Workshop, a Spending-with-Impact Session, Tech Labs, The Finance Futurist, and Twisted Business Keynote

Joel Bruckenstein, CFP®, producer of the T3 Technology conferences and other educational events/materials for the financial services industry, is bringing musician, entrepreneur and motivational speaker Jay Jay French to speak at the eleventh annual T3 Technology Conference for financial advisory firms. The event will take place February 10-12, 2016 in at the Marriott Harbor Resort in Ft. Lauderdale. Pre-conference activities will occur on February 9^th.

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.

Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

LPL has done a considerable amount of work laying the technology foundation for the future, but much of the work was not apparent to advisors. Joel Bruckenstein provides his thoughts after attending the LPL Focus Conference.

LPL Financial is difficult to overlook. They serve over 14,000 financial advisors. In addition, their serves Institution Services arm serves approximately 700 regional and community banks and credit unions. Institution Services also provides clearing services to approximately 4,000 advisors affiliated and licensed with insurance companies through a unique outsourcing arrangement.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

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.

Joel Bruckenstein recently had an opportunity to chat with Tom Nallly, the President of TD Ameritrade Institutional, about his take on robo-advisors and how his firm is positioning their technology to help advisors compete in a world of rapidly evolving technologies. Bruckenstein has known Nally for a number of years, and says Nally has always been a straight shooter, which tends to make for interesting interviews. This one was no exception.

Fidelity sent it's robot to the T3 Conference?! Find out more as Joel Bruckenstein interviews Al Lee (the human behind the Fidelity Robot) via the Fidelity Robot at T3 Dallas 2012. Will we be sending our own robots and virtual selves to conferences in the future? Watch and see what you think.