May 25, 2021
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Hot Off the Press: A Conference Survey from Bob Veres and Joel Bruckenstein

The advisor community is collectively figuring out when we’ll start back attending in-person conferences – and, of course, deciding which conferences to attend.  But there really […]
March 22, 2021
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T3 and Inside Information Reveal Results of 2021 Advisor Software Survey

The 2021 T3/Inside Information Software Survey report is now available. This report is a product of months of data analysis by Bob Veres of Inside Information and Joel Bruckenstein of T3. With more than 5,100 respondents, this is by far the most statistically viable report on this important topic in the profession.
February 26, 2020

New Intel and Marketing Solutions Revealed at T3 in San Diego

In the 2020 T3/Inside Information Software Survey for Financial Advisors — which with 5175 valid responses is the largest survey of its kind — released at […]
February 19, 2020
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Financial Advisor Software Survey Results Unveiled at T3 Conference in San Diego

In the largest survey of its type in the industry, Bob Veres (www.bobveres.com) and Joel Bruckenstein (www.joelbruckenstein.com) shed new light on the market share of most […]
October 15, 2019

Bob Veres and Joel Bruckenstein Announce 2020 Software Survey Now Open

Bob Veres (www.BobVeres.com) and Joel Bruckenstein (www.JoelBruckenstein.com) have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have […]
May 14, 2019

TradePMR Named a Winner of 2019 Excellence in Customer Service

TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one […]
February 28, 2019

Technology has Failed to Increase Advisors’ Efficiency – Here’s Why (and How to Fix the Problem)

While pursuing new product offerings and market supremacy, fintech platforms seem to have forgotten to try and make advisors’ lives easier. Some companies are hellbent on […]
January 31, 2019

2019 Software Survey and Analysis from Bob Veres and Joel Bruckenstein Available Now

Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
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 24, 2018

Automated Investing is Finally Here – In an Unlikely Package

Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]