Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, took time out of his busy schedule to identify some of the major themes of this year's event for guest host Ryan W. Neal. Bruckenstein also shared some highlights from his latest adviser software survey and some gaps in the adviser technology ecosystem he believes open opportunities for new startups.
Related article: T3 2022 recap: Top takeaways from the adviser fintech conference
Guest Bio:
Joel Bruckenstein is publisher of the Tecnology Tools for Today conferences and the T3 Technology Hub.. He also hosts other technology summits in partnership with thought leaders in the financial services industry and his own invitation-only fintech summit. He is the co-author of three books and has more than 20 years of experience advising financial service firms of all sizes on how to improve technology, processes and workflows.
This episode is sponsored by
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.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
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.
