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 […]
January 19, 2023

Featured speakers and agenda announced for T3 Technology Tools for Today Conference in Tampa, March 13-16, 2023

The big T3 Technology Conference is right around the corner! I hope you will join us March 13-16, 2023 in sunny Tampa, Florida. The Preliminary Agenda […]
October 18, 2022

Helios Announces Launch of Helios Tools, Bringing Model Customization Capabilities Backed by Quantitative Investment Research to Financial Advisors

An alternative to both the traditional TAMP and in-house Chief Investment Officer, Helios is redefining the OCIO role.
June 28, 2022

MoneyGuide Prospecting Center

The Version of MoneyGuide Blocks We have All Been Waiting For By Joel Bruckenstein, CFP When MoneyGuide Blocks first launched a few years ago, the folks […]
June 1, 2022

T3 Observations from Bob Veres

A Note from Joel Bruckenstein: For those of you who do not know him, Bob Veres is the dean of financial advisory journalists, and one of […]
May 2, 2022

#T32022 is happening LIVE and in Full Swing as of May 2, 2022: Get the Latest News & Info Here

On Friday, April 29, 2022, we began posting a variety of news releases that came out last week as they pertain to the T3 Technology Conference […]
March 15, 2022

T3 Announces Highly-Anticipated Return of its Annual Advisor Conference and Enterprise Day

Joel Bruckenstein, President of Technology Tools for Today (T3), has opened registration for the 2022 T3 Advisor Conference and Enterprise Day, marking the return of two […]
January 25, 2022

First Look-AdvisorEngine CRM

A Worthy Successor to Junxure By Joel Bruckenstein, CFP I have been following AdvisorEngine CRM and its predecessor Junxure for an exceedingly long time. It was […]
January 11, 2022

MoneyGuide Elite with Wealth Studios

By Joel Bruckenstein, CFP As someone who has been reviewing advisor technology for over 20 years, I have seen a lot of advisor-focused technology firms come […]