Joel Bruckenstein

April 23, 2019

There’s More to Orion’s New Brand Unity Than Meets the Eye

A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
March 14, 2019

Envestnet to buy PIEtech, the developers of MoneyGuidePro, for $500 Million

Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
November 15, 2018

FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
October 2, 2018

Why Attend the T3 Enterprise Conference this Year? Glad You Asked!

Now in its 6th year, the T3 Enterprise Conference has become the leading enterprise-focused technology conference in the financial services industry. This annual gathering is specifically […]
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 […]
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