Joel Bruckenstein

September 14, 2018

FUSE 2.0 — An Insider’s Report: Orion Re-imagines Their Hackathon with Great Success

A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
August 30, 2018

Complete Inbound Marketing Platform for Advisors Emerges as FMG Suite acquires Platinum Advisor Strategies and Marketing Pro

Most successful financial advisory firms I know are always looking for opportunities to grow their businesses. Historically, the vast majority of new business generated by advisors […]
August 28, 2018

Schwab Pivots on PortfolioConnect, Doubles Down on Custody Platform: PortfolioConnect to be Free for Assets Custodied at Schwab

After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
August 17, 2018

The Best Technology Event for Advisors that You’ve Never Heard Of

One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
July 20, 2018

diskAshur Pro2: An Ultra Secure Hard Drive for Advisors

As T3 readers are well aware, there are numerous rules and regulations that require financial advisors to protect sensitive consumer data. Some of those regulations require […]
June 20, 2018

T3’s 2018 Technology Conference for Financial Services Executives Now Open for Registration

Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet […]
May 3, 2018

Complect: Bringing the Gig Economy to Compliance

If you are a large RIA firm, you probably have a compliance consulting firm or a compliance attorney on retainer. If you are a smaller firm, […]
April 16, 2018

United Capital Releases FinLife CX

United Capital Financial Advisors LLC and FinLife Partners, a division of United Capital, recently announced the launch of FinLife CX (the CX is short for client […]
April 12, 2018

Orion’s Purchase of FTJ FundChoice Makes Orion a Player in the TAMP Space

The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
March 27, 2018

Orion Compliance Easy…and other news

Experience tells us that 99.9% of independent RIA firms are conscientious about doing the right thing for clients, yet many of these firms struggle with compliance. […]
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