T3 - Technology Tools for Today

02/07/2024

Have you heard? and are headed to Texas and Louisiana for some Country and Jazz! Save the dates and stay tuned for more info!

01/07/2024

The hottest AI use case for advisors? Note-taking apps that generate action items, according to this Family Wealth Report article written by Charles Paikert. T3 president Joel Bruckenstein, one of the financial industry’s leading tech consultants, said he is concerned that small firms may not be able to ask the right questions, and if they don’t fully understand how the data is being used, they shouldn’t be using these apps.

Bruckenstein pointed out that AI software is still “a very immature market,” which he compares to the robo-advisor market that emerged a decade ago. “Two-thirds of the robo companies were disintermediated by incumbents and aren’t around anymore,” he said.

FamilyWealthReport - Exclusive Intelligence for the family office community

30/04/2024

Did you hear the news? T3 is headed south for some Country and Jazz. Dates for and have been announced with plenty of time to prep so you don’t miss out on the biggest conference in the industry!

03/04/2024

ICYMI: Testimonial iQ debuted three new features at the event in Las Vegas. Check out this great platform that helps RIAs compliantly collect and use client testimonials:

Testimonial IQ, an online reputation management platform built for financial advisors, debuted three new capabilities at the Technology Tools for Today (T3) Conference held January 22 – 25, 2024 in Las Vegas. Testimonial IQ’s features were on display in the Emerging Tech Area at T3. 

11/03/2024

Dirk Pearson of Advyzon discusses how the T3/Inside Information Survey has recognized their firm as the top all-in-one platform for seven years in a row in this video interview with WealthManagement.com.

Watch here:

Advyzon puts a spotlight on the user experience.

08/03/2024

Don't miss Joel Bruckenstein and Jud Mackrill at RFG's Advisor Retreat next week as they take the stage to discuss fintech innovation and disruption.


RFG Advisory

07/03/2024

Part two of the Hot & Happening T3 podcast, recorded live at the 2024 T3 conference in Las Vegas, is out now! Host Marie Swift discusses the biggest takeaways and insights with:

Dan Skiles of Altruist
Jamie Hopkins of Bryn Mawr Trust
Laura Garfield of Idea Decanter
Dominic Tully of Powder
Erkko Etula of Brooklyn Investment Group
Haik Sahakyan of ARQA
Matt Kadnar of Nebo Wealth
Vamshi Yamsani of AssetSprout

Listen to the podcast now:

In this podcast special recorded live in the T3 Podcast Station powered by  at the 2024  Advisor Conference, which also celebrated it's 20th anniversary. Host  speaks to conference speakers, industry thought leaders and advisors about what's hot and happening at . Fro...

06/03/2024

In this WealthManagement.com interview, Christophe Gauthron, CEO of Kwanti, discusses the T3 Conference and the T3/Inside Information Survey. He also teases some of Kwanti's upcoming plans.

Watch here:

The T3/Inside Information Survey helps drive Kwanti's roadmap.

05/03/2024

In this WealthManagement.com interview, Siddhartha Oza, co-CEO of Sora Finance, illuminates the gap between client expectations for loan and credit management services and advisors' actual offerings. This interview was conducted at the Conference this January, where Sora Finance received the T3 Emerging Tech Award.

Watch here:

How technology is helping advisors navigate the debt management landscape.

01/03/2024

"Discussions around artificial intelligence were front and center at this year’s T3 Technology Conference. Held in Las Vegas in January and celebrating 20 years, the conference was a spectacular gathering of advisors, vendors, and technology leaders offering insights into the latest trends and innovations shaping the financial industry. AI was the star," so said Morningstar reporter Sheryl Rowling, who attended and offers up in this conference recap key takeaways from T3:

Artificial intelligence was on full display at T3 Technology Conference.

28/02/2024

Via WMTV covering in Vegas: Danielle White, CEO of Myriad Advisor Solutions, discusses cybersecurity trends impacting the wealth management industry, emphasizing the inherently human-centric nature of cybersecurity challenges and the inevitable flaws that arise from human error. She also explains how Myriad’s two new business solutions are making it safer for advisors and their clients to operate in an increasingly digital world.

Myriad Advisor Solutions announces two initiatives to help clients navigate the digital landscape securely while optimizing their business legacies.

27/02/2024

Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Fintech Solutions.

Find the details in this article:

Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions. The collaboration was announced during the inaugural Advyzon Conference, that took place February 20-22, 2024 in Phoenix, Arizona.

26/02/2024

In this special episode of “Hot and Happening at T3 2024”, recorded live at the 2024 T3 Technology Tools for Today conference, podcast host Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest independent broker-dealer serving independent financial advisors and financial institutions – providing technology, research, clearing and compliance services, and practice management programs to advisors looking to create and grow thriving practices. The discussion delves into the dynamic landscape of wealth management technology, with Gary providing valuable insights into the industry’s evolution and the innovative solutions being developed at LPL Financial.

Gary emphasizes the pivotal role of data in driving actionable insights and enhancing advisor-client interactions. He underscores LPL’s advisor-centric approach, commitment to innovation, and focus on delivering comprehensive data analytics capabilities, coupled with proactive notifications to empower advisors in making informed decisions. Tune in to discover how LPL Financial is at the forefront of driving innovation to empower advisors and enhance client outcomes.

Listen to here:

In this special episode of “Hot and Happening at T3 2024”, recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest ind...

23/02/2024

In this guest post for Kitces.com, Craig Iskowitz of the Ezra Group discusses highlights from the 2024 T3 Conference held in Las Vegas January 22-25, 2024. The conference brought together advisors, leaders, vendors, and students from across the financial advice industry. Along with major announcements from top industry companies, insights on threats, conversations about AI, fintech innovations, and the future of financial advice, the results of the 2024 T3/Inside Information Software Survey were also presented.

Read the article:

Craig Iskowitz shares highlights from the 2024 Technology Tools for Today (T3) Advisor Conference, which featured presentations on the compelling paradox of AI.

22/02/2024

Look who it is! Our very own Joel Bruckenstein is in Phoenix this week, making appearances at a symposium for NAPFA and the Advyzon . Here Joel is speaking with WealthManagement.com reporter Shannon Rosic - can't wait to see the produced video!

T3 - Technology Tools for Today was founded by David Drucker and Joel Bruckenstein in 2003. Learn mo

22/02/2024

Our fearless leader, Joel Bruckenstein, joined fellow panelist and industry insightful Bob Veres on stage yesterday at the Advyzon Conference in Phoenix. Moderator Shannon Rosic added poise and asked some challenging questions. Follow along using the hashtags below if you'd like to see more of what's happening at

21/02/2024

In this edition of T3 Reflections, Danielle White of Myriad Advisor Solutions shares her insight into the T3 Conference. She explains, “This environment fosters networking, learning, and collaboration, making it an empowering experience for women navigating the dynamic landscape of technology and finance.”

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One valuable insight I gained from attending T3 Conferences is the remarkable inclusivity within the event. The conference brings together a diverse array of vendors, ranging from newcomers in the industry to well-established veterans. What sets T3 apart is its unique opportunity for women in the sp...

21/02/2024

Heads up! This year’s Social Media Contest will end on March 1st. There’s still time for you to increase your odds of winning. Rules and details are available by clicking the link below.

Who will dethrone Craig Iskowitz (www.EzraGroup.com), the reigning king of T3’s social media contests in 2022 and 2023, in the 2024 T3 social media competition?

20/02/2024

This InvestmentNews article dissects the 2024 T3/Inside Information Software Survey report presented at , with insights that advisors looking to upgrade their tech stack may find beneficial.

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A report presented at the T3 fintech conference highlights popular parts of advisors' tech stacks.

19/02/2024

Explore our exclusive photo essay from Day 4 of the 20th-anniversary Technology Tools for Today Conference, hosted at the Cosmopolitan Hotel & Resort, Las Vegas, on January 25, 2024. This collection features moments captured at , providing a glimpse into the day's dynamic events and the innovative spirit that defines the conference. For a further look, check out the rest of the series that highlights photos from all four event days.

Watch here:

This video highlights photos from January 25, 2024, Day 4 of the 20th-anniversary Technology Tools for Today Conference, held at the Cosmopolitan Hotel & Resort…

19/02/2024

Join us for a free webinar: Beyond the Buzz: Navigating the Fintech Frontier with Joel Bruckenstein and Bob Veres on Thursday, Feb 29, 2024 at 3:00 PM CST as we dive into the heart of the ever-evolving fintech landscape in this exclusive webinar tailored for financial advisors.

Drawing insights from the recent T3 conference and their freshly released T3/Inside Information wealthtech software wurvey, Joel and Bob provide an unfiltered analysis of the state of fintech. FP Alpha is hosting this engaging and candid discussion that will go beyond the buzz, offering financial advisors a unique opportunity to stay ahead in the dynamic world of fintech. Joel and Bob will ring their wealth of knowledge to guide you through the current state of the industry and shed light on what lies ahead, and FP Alpha Founder and CEO Andrew Altfest, CFP® will add his commentary as both an advisor and a fintech founder.

Attendees will have the chance to engage in a Q&A session, making this webinar an interactive and informative experience. Register here:

16/02/2024

In this edition of T3 Reflections, Eric Clarke of Orion Advisor Solutions shares his excitement for the 2024 T3 Conference that took place January 22-25 in Las Vegas. Clarke explains, “Every year, T3 is on my top priorities list. I give Joel Bruckenstein a massive amount of credit, because as an industry thought leader, he was the first one to ask us as a technology provider to not only make sure that what we were offering to advisors was great, but that we integrate our offering with others that were serving advisors.”

Continue reading:

Every year, T3 is on my top priorities list. I give Joel Bruckenstein a massive amount of credit, because as an industry thought leader, he was the first one to ask us as a technology provider to not only make sure that what we were offering to advisors was great, but that we integrate our offering....

15/02/2024

Check out the Day 3 - Photo Essay that features exclusive images from Day 3 of the 20th-anniversary Technology Tools for Today Conference, held at the Cosmopolitan Hotel & Resort in Las Vegas on January 24, 2024.

Watch here:

This video highlights photos from January 24, 2024, Day 3 of the 20th-anniversary Technology Tools for Today Conference, held at the Cosmopolitan Hotel & Resort…

15/02/2024

This Family Wealth Report article by Charles Paikert shares key insights from . Although AI wasn't the star of the event, it's a pivotal topic for wealth advisors. T3 founder Joel Bruckenstein emphasizes AI as a game-changer, predicting its ubiquitous presence in advisor tech within years.

Read more:

FamilyWealthReport - Exclusive Intelligence for the family office community

14/02/2024

T3 is always happy when UK FinTech expert and correspondent Ian McKenna joins us for a T3 conference. His favorite session at , for the second year running, came from Brian Edelman of FCI Cyber Inc., who reinforced the need for constant vigilance in this area.

“While the message to American advisers was that they need to do more, it’s clear our cousins across the pond are more advanced in this area, primarily because of regulations introduced in the last year or so by the Securities and Exchange Commission,” he says.

Ian will be sharing a lot more on how advisers can improve their cyber security in the coming months.

For 2025, he plans to organize a UK delegation to the T3 event in America and invites anyone interested to DM him.

A key part of EATT is the “battle of the tech” sessions, where 16 different software vendors present their propositions in eight minutes or less, with four achieving “best in show”.

13/02/2024

In this edition of T3 Reflections, Joshua Brown of Ritholtz Wealth Management shares his excitement for the 20th anniversary of the T3 Conference, which took place in January 2024. Brown also shares his story as a long-time attendee of the event, saying, “Joel was one of the first established tastemakers to ever put me on a stage in front of the industry.”

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Joel was one of the first established tastemakers to ever put me on a stage in front of the industry. In the early days, I had a platform, but it was my own platform. I had the blog, and I had a television platform that reached the retail investor, but no one in the industry was particularly excited...

13/02/2024

In this article, AdvisorHub and 3xEquity present their top three takeaways from the 2024 T3 Conference that took place this January in Las Vegas. This year's event was extra special as it was the 20th anniversary of the T3 - Technology Tools for Today Conference, but just like every year, T3 was a hub for new tech development and some of the brightest minds in the industry.

Read here:

T3 conference in Las Vegas filled attendees' pockets with new insights and fresh perspectives on the ever-evolving landscape of FinTech.

12/02/2024

Have you seen the latest T3 / Inside Information software survey for financial advisors? Use it as your "shopping guide" as you go out into the marketplace to look for new and better tech solutions for your financial planning and/or investment advisory firm:

Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2024 T3 / Inside Information Software Survey during their late afternoon session Tuesday, January 23, 2024. The insights were delivered live from the mainstage to an aud...

09/02/2024

In this edition of T3 Reflections, Tina Powell of Intention.ly shares her insight into the T3 Conference from a woman's perspective in the financial services industry. "The reason I attend T3? Participating in T3 is more than an opportunity; it's a strategic move for women ready to take their place and boldly step into their future," shares Powell.

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A wise mentor once shared some professional advice during graduate school, which still resonates today: “Tina, build your networks before you need them.” Years (and many conferences) later, his advice remains true today. T3 is just the place for that. Women can expand their professional circles ...

09/02/2024

Many thanks to Sean Allocca for making the trip to Las Vegas for and to Financial Advisor Magazine for publishing this insightful article about the T3 / Inside Information Survey that was revealed by Joel Bruckenstein and Bob Veres at the event:

Four in 10 financial professionals now use tax planning software, according to research by T3 and Bob Veres.