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  • Recent Action! Articles

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    • Joel Bruckenstein

    Joel Bruckenstein

    T3 Technology Tools for Today
    President

    BIO

    Joel Bruckenstein, CFP®, is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) – formerly Virtual Office News, now dubbed the T3 Tech Hub. He is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, as well as the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. Joel also hosts other technology summits in partnership with thought leaders in the financial services industry. He has advised financial service firms of all sizes on improving their technologies, processes and workflows for more than twenty years.

    Articles

    Craig Iskowitz Choosing a Custodian

    10 questions to ask before choosing a custodial relationship

    It’s one of the most important decisions an investment advisor makes - choosing a custodial relationship - learn what to consider when making the ...
    Read More
    10 min read
    Industry Conferences Press Release

    2022 T3 Advisor Conference: A great reunion

    After two years of postponements, Joel Bruckenstein’s annual T3 advisor conference was a great reunion.
    Read More
    3 min read
    Press Release

    A guide to wealth management technology costs

    Knowledge is power: after reading this guide, you’ll be a smart buyer – and understand the true ‘all-in’ cost of advisor technology.
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    10 min read
    Press Release

    The seven mistakes to avoid when selecting financial technology

    FinTech consultant, Joel Bruckenstein, shares the seven biggest mistakes people make when evaluating and selecting technology – so that you can avoid ...
    Read More
    6 min read
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