Joel Bruckenstein

November 24, 2021

Advisor Technology in a Post-Covid World

While 2020’s harsh realities stunned the nation and financial advisors who were on the frontline worked to reassure their clients and manage safety risks and emotions at […]
October 22, 2021

Good news! T3 Events are back on track for 2022

We are happy to announce the new T3 dates for 2022. T3 Advisor Conference: May 2-4, 2022. DevCon Workshop (running concurrently): May 2-3, 2022. T3 Enterprise Day: May 5, 2022.
August 20, 2021

Important Update: The T3 Conference is being pushed to 2022

Dear friends and members of the T3 community, Unfortunately, the Delta Variant and continuing concerns about coronavirus transmission have forced us to make a difficult decision. […]
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 […]
December 18, 2019

Golden Nuggets from the 2019 T3 Enterprise Conference

Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
October 29, 2019

Laserfiche Announces Laserfiche Vault, Solution Package to Support Broker Dealer Firms with SEC Compliance

Laserfiche, a leading global provider of intelligent content management and business process automation, announced the launch of Laserfiche Vault. Specifically designed for the financial services industry, […]
October 25, 2019

Dave Shindel, CEO & General Partner of United Planners Passes Away at Age 65

Monday, October 21, 2019 will be marked as one of the most difficult days in the 30+ year history of United Planners. The Executive Management Team had […]
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 […]