T3 In the News
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Practfi – May 2023
Keeping up with the latest developments in advisor technology can be challenging, as the relationship between advisors and technology continues to evolve. Practifi had the opportunity to attend and participate in the T3 technology conference, which has become a leading event for financial industry professionals seeking to stay abreast of the latest trends and innovations in advisor technology. Read Rosa Atkinson's summary of the panel's discussion in her article: T3 Tech Talk Lightning Round: Hot Takes on Hot Topics . |
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AdvisorHub – March 2023
In this episode of The FA Show, AdvisorHub travels to Tampa for the 2023 T3 Technology Tools for Today Conference for the release of their annual advisor technology survey and to check in with industry leaders and influencers. Watch: The FA Show EP 25 - T3 Conference Coverage. |
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SEI – April 2023
Anyone curious about the latest trends in wealth tech need look no further than the T3 Conference that was held March 13-16 in Tampa. The conference spoke to a community of tech users in the financial services industry, and top vendors showcased their solutions for common advisor problems. Cybersecurity emerged as a critical concern. The T3 Inside Information Software Survey, released live at the conference, showed a mere 3.74% increase in advisor usage of cybersecurity platforms compared with the 2022 results. Read the article: Key themes and takeaways from the T3 Conference. |
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Kitces.com – April 2023
The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference. Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-present question of how AI tools like ChatGPT will impact the advisory industry. Read the guest post by Craig Iskowitz: Highlights From The 2023 T3 Advisor Conference. |
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Swift Chats – April 2023
In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, Marie Swift speaks to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. Listen to the Podcast: T3 Technology Tools for Today Presents: Hot& Happening at T3 2023. |
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VettaFi Advisor Perspectives – March 2023
The 2023 T3/Inside Information Software Survey is now out and available, for free, to all interested parties in the profession which includes market share statistics, market share rankings and user ratings in 36 different software categories. This year, 3,309 advisors completed the survey, which gives it a broad, statistically relevant sample of what advisory firms are using. It’s a guide to the 300+ fintech solutions in the marketplace, and a good buyer’s guide for advisory firms that are looking for additions or enhancements to their tech stack. Read Bob Veres article: Some Observations from This Year’s Survey of the Fintech Landscape. |
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WealthManagement.com – March 2023
T3 continues to facilitate meaningful discussions around the top technology trends in wealth management. At the 2023 T3 Conference in Tampa, Florida, Joel Bruckenstein breaks down why cybersecurity, AI and machine learning are hot topics in 2023. Watch the video: Top Tech Trends From T3 with Joel Bruckenstein. |
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WealthManagement.com – March 2023
Whether it’s scalability, easy integration or automation, advisors have high expectations when they invest in technology to help make their practices more productive. See what the attendees at the 2023 T3 conference say about what they truly want from their tech in this video: What’s on an Advisor's Tech Wish List? |
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WealthManagement.com – March 2023
Cybersecurity adoption is still low among advisory firms, but it’s critical for all organizations—large and small. John O’Connell of the Oasis Group offers advice around how to approach the cybersecurity challenge. Watch the video: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change. |
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WealthManagement.com – March 2023
At the Technology Tools for Today (T3) conference in Tampa, Fla., AI was a hot topic. Raj Madan, head of technology for AdvisorEngine, pointed out during a panel discussion that machine learning is a subcategory of AI but requires a lot of data to be useful. So, how can advisors use ChatGPT in their own practices? Read the article: T3: Rise of the Machines. |
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InvestmentNews – March 2023
When the Technology Tools for Today conference returned after a two-year Covid-19 induced hiatus, it was many attendees’ first chance to interact in person with friends, partners and colleagues in the advisor fintech world after lockdown orders lifted. People were understandably ready to let loose. The 2023 edition of T3, which took place this week in Tampa, Florida, brought a much different, yet no less exciting energy. The exposition hall teemed with newly launched companies and fresh faces making their first appearance, proving that digital innovation is alive and well in the wealth management industry. Read the article: Digital innovation is alive and well at T3 2023. |
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Financial Planning Magazine – March 2023
The annual Technology Tools for Today conference got back into the flow of bringing people together and breaking wealthtech news in 2023. With the four-day event held in Tampa, Florida, coming to a close Thursday, this article highlights some of the biggest headlines that spilled out of T3 2023, including acquisitions, upgrades and insights from some of the biggest names in the business. Read the article: T3 2023 news: Altruist buys SSG, Envestnet upgrades MoneyGuide and more. |
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WealthManagement.com – March 2023
Advisory firms are investing slightly more in cybersecurity than they have in previous years, but even so, the "cyber tools are not getting the attention they deserve.” That was among the findings of the “2023 T3/Inside Information Advisor Software Survey” unveiled Monday in Tampa, Fla., at the Technology Tools for Today (T3) conference. Read the article: T3: Cybersecurity Adoption Still ‘Woefully Low’. |
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InvestmentNews – March 2023
According to the 2023 Advisor Software Survey from Inside Information and Technology Tools for Today, few advisors are using tools to keep their firms safe from digital threats . That compares with 83.68% adoption of financial planning software and 96.46% for CRM systems. T3 president Joel Bruckenstein and Inside Information owner Bob Veres shared the results of the survey, which polled 3,309 people from advisory firms, during the first day of the annual T3 conference in Tampa, Florida. The data were collected from December through early March. Read the article: T3 2023: Few firms adopting cybersecurity tools. |
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Wealth Solutions Report – March 2023
Julius Buchanan of Wealth Solutions Report interviewed wealthtech leading executives on location at the T3 – Technology Tools for Today 2023 Conference: Ryan George, CMO of Docupace, John Mackowiak, Chief Revenue Officer of Advyzon and Erin Goss, COO of Blue Chip Partners. Read the article and watch the videos: Video Interviews With Industry Leaders At T3. |
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RIABiz – March 2023
The biggest standing-room-only session at the Technology Tools for Today (T3) conference was a one-on-one session between T3 producer, Joel Bruckenstein and Tom Bradley Jr. of Schwab Advisor Services and it promised some details about the systems mergers of Schwab and TD Ameritrade. Read the article: The odd rhythms of T3 meant expectations got heaped on 'Schwabitade's' Tom Bradley, with modest delivery, but quietly Black Diamond, Altuist, TradePMR and something called Nebo landed punches. |
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WealthManagement.com – March 2023
Tech reporter Davis Janowski writes about how over the years the T3 conference—now in its 19th year - has become something of a homecoming and reunion, in addition to a place to meet new tech entrepreneurs and advisors. He says that it is as much a community meeting as it is a conference and that the real value comes in seeing both old friends and technology companies (both incumbent and new), and the generally strong programming that Bruckenstein brings together. Read the article: Takeaways from the 2023 T3 Conference. |
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Wealth Solutions Report – March 2023
This year’s T3 Conference opened in good humor with a brief introduction by conference Producer Joel Bruckenstein. After setting a casual tone for the conference, Bruckenstein moved to address a serous topic – cybersecurity. Also, Stacy Havener, Founder and CEO of Havener Capital Partners, delivered the morning’s keynote address presenting insightful and sometimes counterintuitive advice to the crowd regarding social media. Read the article: Bruckenstein Opens T3 And Havener Gives Keynote On Social. |
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Wealth Solutions Report – March 2023
At least one of the panels at the T3 Conference didn’t center on wealthtech – Tricia Rothschild, a Board Member of Morningstar’s long-standing partner Financial Fitness Group (FFG) and Vice Chair of the CFA Institute Board of Governors, moderated a panel titled “Bridging the Persistent Gender Gap in Financial Services. The panel featured Maura Cunningham, Founder and Chief Executive Officer of Rock The Street, Wall Street, Patrick D. Quirk, Executive Chairman of FFG, and Suzanne Siracuse, CEO of Suzanne Siracuse Consulting and Host of the Big Reveal Podcast Series. Read the article: Breaking the Glass Ceiling For Women In Financial Services. |
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Wealth Solutions Report – March 2023
A panel of experts took the stage in Tampa, Florida, as part of the T3 Conference to address the topic: “Top Gun – Building A Maverick Broker-Dealer Tech Platform,” in which the group addressed the trend of broker-dealers creating tailored, unique technology platforms in order to differentiate themselves. The panel, moderated by Craig Iskowitz, CEO and Founder of Ezra Group, included Wealth Solutions Report’s CEO Larry Roth, who is also Managing Partner of RLR Strategic Partners, and John Rajes, SVP, Fintech Partnerships at LPL Financial. Read the article: Top Gun Broker-Dealer Tech Platforms. |
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Wealth Solutions Report – March 2023
On the third day of the T3 Conference, a range of issues were discussed with leaders across wealthtech, including Silicon Valley Bank and the potential of the wealthtech ecosystem with CircleBlack, how to please advisors and generate good client experiences with Commonwealth, how to help advisors with technology fatigue and bridge the alternative investments data gap with Mirador and how Goldman Sachs plans to compete in the wealth management custodian space. Read the article: CircleBlack, Commonwealth, Mirador And Goldman Discuss Wealthtech. |
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Wealth Solutions Report – March 2023
On the second day of the T3 Conference, Schwab addressed its financial soundness and migration issues for advisors currently on TD Ameritrade’s platform, announcements came from FP Alpha and Envestnet, and discussions with Practifi and Envestnet executives happened. Conference Producer Joel Bruckenstein took the stage with Tom Bradley, Managing Director at Charles Schwab Advisor Services and Jalina Kerr, Schwab’s Head of Advisor Experience, to discuss integration issues, including the pending integration of the TD Ameritrade platform and the migration of the advisors who utilize it to the Schwab platform. Read the article: Integration, Consolidation, AI AND TD Ameritrade’s Conversion. |
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Wealth Solutions Report – March 2023
On the first day of T3, Wealth Solutions Report’s Julius Buchanan had the opportunity to speak with wealthtech executives from Orion Advisor Tech and White Glove about crucial changes and developments that demand industry attention and adaptation, while process management platform provider Hubly announced a new branded partner workflow system. He spoke with Brian McLaughlin, President of Orion Advisor Tech, to understand how ChatGPT and similar AI tools are changing wealthtech and the future those tools will open for us. Read the article: ChatGPT, Digital Generation And Branded. |
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Wealth Solutions Report – March 2023
As we gear up for the big T3 Technology Conference happening in Tampa March 13-16, 2023, executives from White Glove, Choreo, Advyzon, Kwanti, and CogniCor discuss the largest issues in WealthTech today. As one might expect from the range of niches represented, the answers ranged broadly from fragmented tech stacks and integration issues to portfolio rebalancing and economizing advisors’ time. Read T3 Conference Preview: Largest Issues Facing WealthTech Today. |
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ThinkAdvisor – March 2023
Ritholtz Wealth Management is acquiring BlackRock’s direct-to-consumer FutureAdvisor. Is this the nail in the coffin for robo-advisors? T3's Joel Bruckenstein weighs in. Read FutureAdvisor / Ritzholz article via ThinkAdvisor now. |
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InvestmentNews – March 2023
The wealth management fintech conference season is back! Over the next month, hundreds of financial advisors will travel to Florida to learn about the latest technology and how it can improve their practice. On March 13, Technology Tools for Today, the longest running advisor fintech event, will kick off in Tampa Bay. Read What buzzy fintech innovations can advisors expect this year? |
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Wealth Solutions Report – February 2023
Think about this for a moment" An advisor’s simple data files are a treasure trove to cyberthieves. As cybersecurity threats continue to capture headlines in high-profile ransomware and data leak cases, intrusions continue to rise that threaten wealth management client data. The answer lies in technology-based solutions that defend against threats while responding to insurance and compliance needs. Thus, one of the most crucial needs that wealthtech serves is cybersecurity. In this article published by The Wealth Solutions Report, Joel Bruckenstein, Brian Hamburger, and Brian Edelman discuss pressing cybersecurity issues in assessments, compliance, vigilance, insurance and The Zero-Trust Ecosystem. Read Wealthtech Roundtable – Top Cybersecurity Needs For 2023. |
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Wealth Solutions Report – February 2023
Not sure which of the seemingly endless wealth management industry conferences you should attend this year? That’s why WSR launched their new Guide To Industry Conferences! They explain when and where the crucial events are scheduled to be held in 2023, along with who attends and why they show up. Most of these have been praised by both Michael Kitces of Nerd’s Eye View in his 2023 list of the best industry conferences, and a 2022 U.S. News & World Report list of the best conferences for financial advisors. Included on the list is the 2023 T3 Advisor Conference which is seen as a must-attend event for many wealthtech insiders. Read the article: Guide To Industry Conferences: Wealthtech by Chris Latham. |
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Financial Planning Magazine – January, 2023
In a conversation led by financial services industry consultant Suzanne Siracuse, Joel Bruckenstein and Andrew Altfest discussed the impact AI can have on a firm's profitability, planning processes and efficiency. This article shares how the duo of fintech insiders offered practice management tips to wealth managers eager to make the most out of their artificial intelligence. Read How advisors are leveraging AI for an unfair advantage. |
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Swift Chat live from the MarketCounsel Summit – December 2022
Joel Bruckenstein of T3 talks to Marie Swift of Impact Communications while at the MarketCounsel Summit in Las Vegas December 5-8, 2022. They talk about the panel he moderated on technology innovations, which included a lively debate between Craig Iskowitz of the Ezra Group, Oleg Tishkevich of Invent®, and Kartik Srinivasan of Schwab. Watch the video now. |
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RIABiz – December 2022
Technology was a big topic of conversation at the 14th annual Market Counsel Summit in Las Vegas. The first three sessions on the first day were all about scaling with software. Joel Bruckenstein, producer of T3 events, grilled his panelists -- Oleg Tishkevich, CEO of Invent, Craig Iskowitz, CEO of Ezra Group and Kartik Srinivasan, managing director for Schwab -- about the latest technology challenges for advisors. Read the summary by Tim Welsh: MarketCounsel Summit Convenes in Las Vegas. |
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Forbes – November 2022
With the end of the year approaching, members of the Forbes Agency Council are gearing up for 2023 events. "In 2023, my agency will definitely be participating at the T3 Technology Conference," said Marie Swift of Impact Communications who goes on to share why she and her team will be at T3 2023. Read Upcoming Conferences These Agency Pros Wouldn’t Miss. |
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Inside Information – June 2022
This year’s T3 Advisor conference had a celebratory feel to it, says Bob Veres in a rather detailed and extensive summary of his experience participating this year. The meeting attracted more attendees than ever before—just under 1,000, if you count advisors, operations professionals and vendor representatives, who mingled freely like bees around honey in what must be the most active exhibit hall in the advisor space. Read Advisor Data - And The Platforms That Make It Useful - Take Center Stage At The T3 Technology Conference. |
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Kitces.com – June 2022
Michael Kitces comments on news and happenings that occurred at the 2022 T3 Conference. The longest standing conference in advisor technology, the event was held on May 2-5th in Denton, Texas. The 2022 T3 Conference boasted its largest turnout ever with nearly 1,000 attendees. Read The Latest in Financial #AdvisorTech. |
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RIABiz – May 2022
Industry consultant and contributor Tim Welsh provides a good summary of the 2022 T3 Technology conference in Denton, Texas. Read: Joel Bruckenstein delivers full-bore Texas T3 to record attendance, complete with news reports from Orion, Morningstar and others that were fortuitously timed. |
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WealthManagement.com – July 2022
If you’re lucky, there’s a moment in your career where a trend that you bet everything on starts to gain popular traction. That trend is personalization and Advisor Engine CEO Rich Cancro made that point during the first session of the 2022 T3 Advisor Conference. Cancro focused his session on the power of customized engagement. Read See Personalization as the Wave of the Future? That’s simple. Client expectations. |
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InvestmentNews – June 2022
Reporting from the Technology Tools for Today conference in Denton, Texas, InvestmentNews technology editor Ryan W. Neal sits down with Andrew Salesky, head of digital adviser solutions at Charles Schwab, to get an update on the ongoing TD Ameritrade integration and the latest digital developments for advisers using Schwab’s platform. Listen to the podcast: T3 special edition: Charles Schwab’s Andrew Salesky. |
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WealthManagement.com – June 2022
Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month. He mentions Joel Bruckenstein’s T3 event returning post-pandemic with about 1,000 attendees plus the release of the 2022 T3 Advisor Software Survey results, which takes stock of market leaders across advisor tech categories. Read May 2022 Riskalyze Fintech Five. |
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InvestmentNews – June 2022
Speaking at the Technology Tools for Today conference, SEI’s Jeff Benfield tells guest host Ryan W. Neal about his impressions of Denton, Texas, and how his firm is using technology to drive personalization. Listen to the podcast: T3 special edition: SEI’s Jeff Benfield on using tech to drive personalization. |
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ThinkAdvisor – May 2022
Every year, the industry gets an in-depth look at all of the software tools, platforms, applications and innovation that is driving the growth in the independent wealth space. Its form? The annual T3/Inside Information Advisor Technology survey. Read the article: An Inside Look at the Technology Advisors Like. |
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InvestmentNews – May 2022
At the Technology Tools for Today conference, guest host Ryan W. Neal sits down with Dani Fava, head of strategic development at Envestnet. After discussing the most interesting meals they had in Denton, Texas, Fava talks about the most exciting startups she met with in the conference’s exhibit hall, the latest innovations coming out of Envestnet, pro bono financial planning and her vision for embedding financial wellness and advice into consumer apps. Listen to the podcast: T3 special edition: Envestnet’s Dani Fava. |
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Financial Planning Magazine – May 2022
T3, the annual advisor technology conference that has been bringing all things fintech together under one roof for nearly two decades became not-so-annual when COVID upended live events — and life itself — what feels like a lifetime ago. But 2022 came roaring back and turned out T3’s biggest and best conference in its long and storied history. Reporter Justin Mack speaks with T3’s Joel Bruckenstein to get the facts. Read Don’t call it a comeback: Joel Bruckenstein looking to create FOMO in 2023 after biggest T3 ever. |
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InvestmentNews – May 2022
Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, identifies some of the major themes of this year's event and shared some highlights from his latest adviser software survey. Listen to the podcast: T3 special edition: Joel Bruckenstein, president of T3. |
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WealthManagement.com – May 2022
The largest T3 ever makes one thing clear: The advisor tech world is ready for a return to in-person meetings. Tech writer Davis Janowski reports in after having been in Denton, Texas for the event. Read: T3 2022 Conference Roundup: A Farewell to Zoom. |
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Financial Planning Magazine – May 2022
While tech-focused advisors flocked to Texas last week with enough fervor to make this year’s Technology Tools for Today conference the biggest T3 ever, not everyone was able to make the trip. With the final headcounts tallied, officials said T3 2022 drew about 975 total attendees to Denton with roughly 450 of those people being from advisory firms. A big return for the annual fintech gathering, but for those following from home, keeping up with the flurry of announcements and unveilings was no easy task. Read T3 2022: 7 fintech announcements from the conference you may have missed. |
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InvestmentNews – May 2022
Speaking at the Technology Tools for Today conference, SEI's Jeff Benfield tells guest host Ryan W. Neal about how his firm is using technology to drive personalization and shares a bit of what's coming on SEI's tech road map. Listen to the podcast: T3 special edition: SEI’s Jeff Benfield on using tech to drive personalization. |
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Wealth Solutions Report – May 2022
In contrast to the first two days when the main ballroom hosted the overwhelming majority of presentations, the third day featured multiple, simultaneous talks scattered across three stages, granting visitors access to a flood of information through a self-customized educational process. Read Day 3 from T3: “Your Tech Experience Sucks – Now What?” and More. |
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InvestmentNews – May 2022
Franklin Templeton CEO Jenny Johnson joins guest host Ryan W. Neal to share her impressions of her first Technology Tools for Today conference, where she appeared in a fireside chat with T3 president Joel Bruckenstein discussing her firm's latest technology, as well as on a panel on increasing diversity in the industry. Listen to the podcast: T3 special edition: Franklin Templeton CEO Jenny Johnson. |
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Wealth Solutions Report – May 2022
With buzz in the air for the first T3 Conference since the pandemic interrupted this annual wealthtech event, the conference rebounded with a new record in attendee numbers. Indeed, based on a show of hands at the welcoming address by conference producer Joel Bruckenstein, a large number are attending for the first time. Read Day 1 from T3: the Human Element Takes Center Stage. |
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InvestmentNews – May 2022
InvestmentNews technology editor Ryan W. Neal sits down with Andrew Salesky, head of digital adviser solutions at Charles Schwab, to get an update on the ongoing TD Ameritrade integration and the latest digital developments for advisers using Schwab's platform. Listen to the podcast: T3 special edition: Charles Schwab’s Andrew Salesky. |
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Advisorpedia – May 2022
Advisorpedia interviewed Joel Bruckenstein, President of T3 Technology Tools for Today, at the T3 Advisor Conference in May, 2022. Access the video: 2022 T3 Providing Advisors New Ideas and Solutions and other videos from the T3 Conference. |
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WealthManagement.com – May 2022
A mix of a few dozen executives from independent broker/dealers, registered investment advisories and vendor representatives filled a large hotel ballroom Thursday in Denton, Texas, at day four of the 2022 T3 gathering. Read Data, Decumulation and the Third Wave. |
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InvestmentNews – May 2022
Technology reporter Ryan Neal offers a round up of ideas, saying that what the advisory industry will look like after the pandemic was a major theme at the conference. Read: T3 2022 recap: Top takeaways from the adviser fintech conference. |
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In The Suite – September 2022
Tina Powell, CEO of C-Suite Social Media talks with top FinTech leaders at the 2022 T3 Advisor Conference. Listen to the podcast: My Conversations with 11 Bold FinTech Visionaries Making News and Headlines. |
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Wealth Science Podcast #3 - Joel Bruckenstein from T3 – June 2022
The Wealth Science Podcast is presented by CRM Science hosted by Joe Griffith. In a series of questions, Joe asks Joel Bruckenstein: Who are you? Tell me about T3 and the inspiration around it. What have you seen at T3? Questions about T3. Your Superpower? Listen to Wealth Science Podcast #3. |
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money marketing – May 2022
The T3, Technology Tools for Today conference, in May 2022 provided a wealth of insight and research on how advisers might most profitably adapt their businesses and also significant changes in consumer behavior during the pandemic. So says longtime attendee and UK FinTech expert Ian McKenna in this opinion piece published by Money Marketing, a London-based media outlet for financial advisors. Read Time to transform how advisers deliver information. |
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Wealth Tech Today – May 2022
May News this month is all about the T3 conference, held May 2-4 outside of Dallas, Texas. The T3 conference wasn’t held the past two years and they broke all attendance records with almost a thousand attendees over the four days between the advisor and enterprise events. Listen to Ep. 143: May News: Twenty Terrific Takeaways from the T3 Conference. |
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Wealth Solutions Report – May 2022
The second day of the T3 Conference began much earlier than the first, with the crack-of-dawn risers gathered for a talk on equity compensation by Bill Dillhoffer, President and CEO of StockOpter, at 7:05 am, and the main stage presentations beginning at 8:00. While today’s presentations covered a range of topics with insightful advice, the emerging theme across multiple talks centered on improving advisors’ work through technology. Read Day 2 from T3: Many Paths to Digitizing the Financial Advisor Experience. |
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Financial Advisor TV – April 2022
The annual T3 Conference is coming up this May. Joel Bruckenstein joined Jay Coulter and Katie Braden to break down this year’s conference. Access the video: Joel Bruckenstein On The 2022 T3 Conference. |
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Taco Tech – June 2022
John Mackowiak Chief Business Development Officer at Advyzon talks about the trends he noticed on the T3 survey results, the M&A activity and how Advyzon builds to fit their advisors needs. Listen to the podcast: Coming Live from T3 2022 - John Mackowiak Chief Business Development Officer at Advyzon. |
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Swift Chats Live From T32022 – June 2022
In this special edition of Swift Chats recorded at the T3 2022 Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. See Swift Chat Compilation Episode from the 2022 T3 Technology Tools for Today Conference where you can listen to the podcasts and read transcripts of the interviews. |
