T3 In the News
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Taco Tech – June 30, 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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Taco Tech – June 30, 2022
Carissa Turnell Sr. Manager of OCTO at F2 Strategy discusses the important changes our space has made over the last two years, how OCTO helps advisor succeed. Listen to the podcast: Coming Live from T3 2022 - Carissa Turnell Sr. Manager of OCTO at F2 Strategy. |
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Taco Tech – June 30, 2022
Ben Webster from OWL ESG gets into why ESG data is important, how ESG is trending in the finance space and how advisor can start integrating ESG into their portfolio building. Listen to the podcast: Coming Live from T3 2022 - Ben Webster from OWL ESG. |
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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. For Shawna Ohm, founder of Content 151, that trend is personalization and that moment came for her during the first session of the 2022 T3 Advisor Conference when Advisor Engine CEO Rich Cancro weighed in on the power of customized engagement. So why did Shawna — along with the speakers and sponsors at T3 — see personalization as the wave of the future? That’s simple. Client expectations. |
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Taco Tech – June 23, 2022
Chris Field, Chief Growth Officer of Holistiplan, chats with Taco Tech about Holistiplan’s 10k user launch and the T3 survey results. Listen to the podcast: Coming Live from T3 2022 – Chris Field Chief Growth Officer of Holistiplan. |
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Taco Tech – June 23, 2022
Marwa Zakharia discusses what she was excited to see at T3, on AssetBook’s incredible growth, and why they are being intentional in hiring women in the industry. Listen to the podcast: Coming live from T3 2022 – Marwa Zakharia CEO of AssetBook. |
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Taco Tech – June 23, 2022
John O’Connell, CEO of Oasis Group, talks about what he and his team have been working on. In this episode they touch on the great wealth transfer happening and his new book Rise of the Activist Investor. Listen to the podcast: Coming Live from T3 2022 –John O’Connell of the Oasis Group. |
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Investment News – June 22, 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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Wealth Science Podcast #3 - Joel Bruckenstein from T3 – June 21, 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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Inside Information – June 6, 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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Swift Chats Live From T32022 – June 5, 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. |
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WealthManagement.com – June 2, 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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Investment News – 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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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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ThinkAdvisor – May 31, 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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Investment News – May 25, 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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Investment News – May 25, 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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Investment News – May 25, 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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Investment News – May 25, 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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Investment News – May 23,2022
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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money marketing – May 23, 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 23, 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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Financial Planning Magazine – May 13, 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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Wealth Solutions Report – May 11, 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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Wealth Solutions Report – May 10, 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 Planning Magazine – May 10, 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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Wealth Solutions Report – May 9, 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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Advisorpedia – May 9, 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 9, 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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InvestmentNews – May 6, 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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WealthManagement.com – May 6, 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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RIABiz – May 4, 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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Financial Advisor TV – April 8, 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. |
