T3 Conferences | Joel Bruckenstein
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The 2023 T3/Inside Information Software Survey is Now Available

3/16/2023

 
On March 13, 2023, 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 much anticipated survey results were revealed during the last session of day as a main stage session at the T3 Technology Tools for Today Conference being held in Tampa. 3,309 advisors and planners took the time to contribute their thoughts.

Printed copies of the 76-page report were available immediately after the presentation concluded and were only available in the sponsoring companies’ booths. Many thanks go to SEI, Advyzon, FP Alpha and Orion for their support.
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A PDF of the report is available at both www.BobVeres.com and www.T3TechnologyHub.com.

Click here to download now
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Mark Hurley Report on Cyber Threats

3/15/2023

 
While at the T3 Conference in Tampa today, Mark Hurley, CEO of Digital Privacy & Protection, LLC, spoke on cyber threats and client wealth and wellbeing. Here is the report on Cyber Security: Why & How Wealth Managers Will Soon Play a Key Role in Managing These Risks.
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Learn more at: www.dPriPro.com. 

Download the white paper now
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T3 Daily News Digest: 03-15-23

3/15/2023

 
Here’s all the exciting news and announcements that came out of T3 live today! Click on a title below to view the full release.
  • ​​TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform
  • Altruist Acquires Shareholders Service Group
  • Envestnet Enhances MoneyGuide Platform to Drive the Future of Digital Financial Planning
  • New Report Highlights How Next Best Action Technology Enables Wealth Managers to Deliver Personalized Advice at Scale and Reduce Time Spent on Meeting Prep by 40%
  • ​​Mark Hurley Speaks at T3 Conference in Tampa
  • ​​​FP Alpha announces P&C Snapshot, plus Estate Lab 2.0
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T3 Daily News Digest: 03-14-23

3/14/2023

 
Here’s all the exciting news and announcements that came out of T3 live today! Click on a title below to view the full release.
  • The 2023 T3/Inside Information Software Survey is Now Available
  • Advyzon Investment Management (AIM) Launches Model Marketplace, ‘Nucleus'
  •  T3 and ActiFi Announce Groundbreaking Partnership
  •  Panoramix Ranked Number 1 in Customer Satisfaction Five Years
    ​In a Row
  • AdvisorEngine® Delivers Enhanced Portfolio Management Technology, Further Strengthening its End-to-End Wealth Management Platform​
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T3 Daily News Digest: 03-13-23

3/13/2023

 
Here’s all the exciting news and announcements that came out of T3 live today! Click on a title below to view the full release.
  • ​Incedo to Reveal Results of the Wealth Management Industry Data Readiness Survey at T3 Conference in Tampa​
  • Supported by a Group of Industry Leaders, Open VRM Launches a New Zero-Cost Standard for Vendor Risk Management in the Financial Services Industry
  • ​At T3 in Tampa: Hubly Unveils Partner Workflows 
  • TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran Bill Coppel
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  • ​InterGen Data Launches “LISA” Life Stage Advisor to Empower Advisors with Advanced Insights
  • INDATA Showcases Advanced Functionality for Advisors at the T3 Conference
  • InterGen Data Selects CentSai to Improve Financial Wellness of Americans

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Action! Magazine to Distribute Special Tech-Focused Supplement at #T32023

2/27/2023

 
Tech trends + tough love with Joel Bruckenstein? Yes please.

Suleman Din, editorial director for Action! Magazine, sent us a preview of the special insert that will be made available without cost to attendees at this year’s T3 Conference in Tampa – and it’s fantastic.
 
Action! magazine delivers actionable content for ‘doers’ in wealth management. Through case studies, articles, videos and webinars, Action! provides practical content that financial advisors and their supporting colleagues can put to use immediately. The publication covers Operational Effectiveness, Relationship Management, Revenue Growth, Investment Excellence and Culture & Strategy.
 
The T3 special supplement will dig into five meaty tech-related topics with revered technology consultant Joel Bruckenstein, CFP®:

  1. Tech Stacks
  2. Artificial Intelligence
  3. Cybersecurity
  4. Digital Marketing
  5. Blockchain and Crypto
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Action! is sponsored by AdvisorEngine®. For more information, visit: https://www.advisorengine.com/action-magazine.

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Important Info on T3 in Tampa

2/20/2023

 
Here with some important updates about the upcoming T3 Conference in Tampa.

1.    If you haven’t registered yet, now is the time to get that done.
 
We are planning for our biggest and best year yet, so please feel free to share the discount code shown in the banner above with anyone who still needs to register.
 
The best place to find the latest and greatest is on the T3 News & Updates page, which is where you will find info on:
 
-       How to submit a news release or byline article to the T3 Tech Hub
-       Podcast and video episodes that pull back the curtain on #T32023
-       The 2023 T3 social media contest
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Book Now! Shannon Rosic to Host WMTV at #T32023

2/20/2023

 
Maximize your exposure by creating a video interview and then have WMTV promote it to their readers – close to 200,000+ financial advisors including RIAs, IBDs, wirehouse and regional advisors.

WealthManagement.com will have a film crew onsite and will be shooting Q&A video interviews (approximately 3 mins) on the floor of the T3 conference this year.

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​They are booking time slots over the next two weeks.
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New block of hotel rooms available at the Embassy Suites in downtown Tampa

2/17/2023

 
The JW Marriott and the Marriott room blocks  are completely sold out.

Please book at the Embassy Suites instead. If you get a sold out message from Embassy Suites, try again in 24 hours as a new block will be released then.

Make sure you travel in on Sunday, March 12th so that you'll be ready to hit the ground running on Monday morning March 13th.

Have you seen the Social Media Contest rules yet? Click here to read all about it.
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FPA MA interviews Joel Bruckenstein in Wicked Pissah podcast episode

2/16/2023

 
Wicked Pissah podcast host and past FPA MA President, Jeffrey Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein.

Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and consulting firm for the financial planning profession and the financial services industry.
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  • Home
  • About
    • In the News
  • Conferences
    • News & Updates
    • Featured Speakers
    • Praise for T3
    • 2023 Conference Sponsors
    • Past Sponsors
    • Past Attendees
  • T3 Video Library
  • Contact
  • Visit T3 Tech Hub