Joel Bruckenstein

Live from T3: Key Wealthtech and AI Findings from the 2026 T3 / Inside Information Software Survey | t3 Technology Hub

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

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

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/

@stephenasmith Sorry @stephenasmith, this is on Disney. They are too greedy. I stand with YouTubeTV

YouTube TV customers: You may lose access to First Take, CFB, NFL and NBA games on ESPN and ABC. Head over to keepmynetworks.com now so you don’t miss out.

@notthefakeSVP Sorry. This is on Disney. You are pissing off your fans. Tell Disney not to be greedy

If you're a YouTube TV customer, you may lose access to ESPN's networks, including CFB, NFL and NBA games on ESPN and ABC. Go to keepmynetworks.com now so you don't miss out.

The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools | t3 Technology Hub t3technologyhub.com/the-oasis-grou…

Focal Raises $5M Seed Round to Expand Advisor Workflow Automation Platform | t3 Technology Hub t3technologyhub.com/focal-raises-5…

Bill Crager Joins iAltA Holdings Founding Team to Lead the Convergence of Wealth, Solutions, and Technology | t3 Technology Hub shar.es/agzs4n

Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year | t3 Technology Hub shar.es/agzshN

Hamachi.ai Launches to Transform Wealth Management Communications with AI-Powered, Compliance-Checked Workflows | t3 Technology Hub t3technologyhub.com/hamachi-ai-lau…

Syntax Launches Transparent and Structured Market Share Data to Power Better Insights and Decisions for Investing and Research | t3 Technology Hub t3technologyhub.com/syntax-launche…

@YouTubeTV Don't Drop NBC, Bravo, USA and more! GetYourChannels.com #GetYourChannels

Ian McKenna: What clients want is changing, and advisers need to keep up

NYTimes nytimes.com/2025/03/28/hea…

Introducing Robinhood Strategies, Robinhood Banking, and Robinhood Cortex newsroom.aboutrobinhood.com/introducing-st…

This looks like a good strategic fit for both parties: Flourish buys lending platform Sora Finance in first deal citywire.com/ria/news/flour…

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/bo…

📢 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