Joel Bruckenstein

May 20, 2024

AdvisorEngine Deepens Integrations with Schwab

By Joel Bruckenstein & Charles Fernandes For those of you unfamiliar with AdvisorEngine, it is a comprehensive wealth management platform providing a suite of technology-based services […]
May 14, 2024

TradePMR Signs Top Technologist Jon Patullo

By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
November 1, 2023

T3 Named by Kitces “Best Advisor Tech Conference” for 2024

Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
September 11, 2023

T3 / Inside Information Tech Survey 2023 Open Now

This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
August 11, 2023

Schwab Continues to Improve Their Advisor Facing Technology

By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
July 8, 2023

Important Lessons From the MOVEit Hack

By Joel Bruckenstein About two weeks ago it was widely reported that two major financial services firms, Genworth and Jackson National, suffered data breaches due to […]
June 9, 2023

Pershing Disrupts the RIA Custodial Sector with Wove

A multi-custodial, open architecture operating system By Joel Bruckenstein, CFP In an era of rapid technological advancements and evolving investor expectations, Pershing X, a fintech business […]
March 14, 2023

The 2023 T3/Inside Information Software Survey is Now Available

Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The […]
March 4, 2023

AI to Help You Write Better

Ghostwriter Can Speed Up Your Content Creation By Joel Bruckenstein, CFP If you are a financial advisor who struggles writing content for your blog, or if […]
February 16, 2023

Wicked Pissah podcast episode pulls back curtain on #T32023

Wicked Pissah podcast host and past FPA MA President, Jeffrey Tomaneng, CFP®, asked me to do an interview, pulling back the curtain on the upcoming T3 Conference in Tampa – which is right around the corner.