Financial Services Technology Journalist and Consultant
Joined February 2009
- Tweets 18,369
- Following 523
- Followers 13,974
- Likes 4,725
531 Photos and videos
Mar 14
Live from T3: Key Wealthtech and AI Findings from the 2026 T3 / Inside Information Software Survey | t3 Technology Hub
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Joel Bruckenstein retweeted
Mar 4
We're gearing up for #T32026, and we couldn’t be more excited to share what we have in store.
Learn about our upcoming releases during our mainstage presentation on March 11, and catch live demos of our latest and greatest solutions, including the highly anticipated CoPlanner, which generates high-quality financial plans in seconds.
If you are attending @t3techhub, don't forget to stop by booth 200.
#financialplanningsoftware #financialplanningsolutions
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Joel Bruckenstein retweeted
Ahead of #T32026 next week, we’re excited to announce that in 2027, the @t3techhub Conference is headed back to Las Vegas!
#T32027 will set the stage for the next era of advisor technology and growth.Bright lights. Bold ideas. Big wins for #WealthManagement – only in Las Vegas
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Joel Bruckenstein retweeted
Check out this fun video with The Godfather of #FinTech, Mr. @FinTechie himself, and the always effervescent @ShannonRosic of #WMTV brought to us by @wealth_mgmt
Register for #T32026 here: t3conferences.com/register/
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22 Oct 2025
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools | t3 Technology Hub t3technologyhub.com/the-oasi…
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13 Oct 2025
Focal Raises $5M Seed Round to Expand Advisor Workflow Automation Platform | t3 Technology Hub t3technologyhub.com/focal-ra…
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10 Oct 2025
Bill Crager Joins iAltA Holdings Founding Team to Lead the Convergence of Wealth, Solutions, and Technology | t3 Technology Hub shar.es/agzs4n
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10 Oct 2025
Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year | t3 Technology Hub shar.es/agzshN
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10 Oct 2025
Hamachi.ai Launches to Transform Wealth Management Communications with AI-Powered, Compliance-Checked Workflows | t3 Technology Hub t3technologyhub.com/hamachi-…
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10 Oct 2025
Syntax Launches Transparent and Structured Market Share Data to Power Better Insights and Decisions for Investing and Research | t3 Technology Hub t3technologyhub.com/syntax-l…
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8 Apr 2025
Ian McKenna: What clients want is changing, and advisers need to keep up
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27 Mar 2025
Introducing Robinhood Strategies, Robinhood Banking, and Robinhood Cortex newsroom.aboutrobinhood.com/…
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20 Mar 2025
This looks like a good strategic fit for both parties: Flourish buys lending platform Sora Finance in first deal citywire.com/ria/news/flouri…
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19 Mar 2025
Bob Curtis is back to financial planning • Future Capital and Pontera score $15-billion AUM • Advisor360 is out to conquer Salesforce and Needham • Batnick repurposes Ritholtz charts into standalone venture for RIAs riabiz.com/a/2025/3/19/bob-c…
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Joel Bruckenstein retweeted
3 Mar 2025
📢 We're excited to participate in the @t3techhub conference in Dallas, TX!
☺️ Stop by booth 610 to discuss our new Premium Client Portal with our team. We can't wait to meet you there!
#T32025 #wealthmanagement
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Joel Bruckenstein retweeted
4 Mar 2025
Advisory firms must embrace JOMO—the Joy of Missing Out—to thrive in our fast-changing industry. Join @AdvisorEngine today at #T32025 to learn how! 📍 9:25am | Landmark Ballroom A/B
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Joel Bruckenstein retweeted
4 Mar 2025
Double hat trick! Congrats to Kartik Srinivasan, President of @Advyzon Institutional, as he takes the stage as emcee at #T32025 @t3techhub! And yes, that’s @FinTechie in the house 🤠 next up!
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Joel Bruckenstein retweeted
4 Mar 2025
Not only did @kartikfintech kick off our main stage today, he also kicked off the #SocialCam for #T32025. Catch him MC-ing for the rest of the day and speaking on the @advyzon panel tomorrow.
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