T3 producer Joel Bruckenstein shares some inside tips on what to enjoy in Tampa Bay; discusses what his latest advisor technology survey uncovered about cybersecurity; and talks about some of the most interesting new technology startups in the T3 expo hall.
This episode is sponsored by Schwab Advisor Services.
As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests - whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support. Learn how Schwab supports advisors here.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
Bruce Kelly is joined this week by his InvestmentNews colleagues to give their expert opinion on an eventful year in wealth management.
