Financial Services Technology Journalist and Consultant
Miramar, FL
Joined February 2009
- Tweets18.4K
- Following521
- Followers13.9K
- Likes4.7K
Joel Bruckenstein retweeted
Schwab scores exclusive (for now) contract with Anthropic and takes AI 'driver's seat' in RIA custody, analyst says, though others counter that it's generic and late-coming riabiz.com/a/2026/9/15/schwa…
Joel Bruckenstein retweeted
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
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
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/
Joel Bruckenstein retweeted
📢 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
Joel Bruckenstein retweeted
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
Joel Bruckenstein retweeted
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!
Joel Bruckenstein retweeted
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.
Joel Bruckenstein retweeted
During the Opening Session at @t3techhub, our CEO, @haik_sahakyan shared insights on how #AI is making financial data more accessible, actionable, and integrated. 📊🚀 #T32025 #wealthmanagement #wealthtech
Joel Bruckenstein retweeted
🚨 Happening Now! 🚨Live at #T32025 A magical convo @Kate__Healy Steve Quirk @Robinhood Robb Baldwin @TradePMR diving into long term plans to support FAs and to be helpful and useful @t3techhub @FinTechie
Joel Bruckenstein retweeted
She’s an amazing interviewer @Kate_Healy and a powerful force for #nextgen #T32025 happening in 2 minutes ⏱️ she’ll be on the main stage with @RobinhoodApp @TradePMR @t3techhub
Joel Bruckenstein retweeted
The S&P 500 has returned an average of 10% per year since 1928 and has done so despite an average intra-year drawdown of 16%, and often drawdowns that are much worse. The lesson? Volatility doesn’t equal a permanent financial loss unless you sell.
Joel Bruckenstein retweeted
Number of multifamily units under construction continues to fall … year/year decline of this magnitude (orange) last seen in 1970s
Joel Bruckenstein retweeted
“Rule of 20” (which says S&P 500 is fairly valued when P/E and CPI y/y add to 20) metric suggests market has gotten quite expensive over past year
Joel Bruckenstein retweeted
A STANTONIAN BLAST!!
Clase faces two batters and he gives up two home runs. Clase surrendered just TWO home runs during the regular season. He’s given up three home runs this postseason (two tonight).
#Yankees #Guardians #MLB
Joel Bruckenstein retweeted
Fancy a look around? 👀
Join us for our next Success Tour on October 31st, and let us guide you through Timeline's cutting-edge ecosystem.
Book now 👉 eu1.hubs.ly/H0d4d6L0
#successtour #webinar #technology
Joel Bruckenstein retweeted
🚀 Benchmark your Prospecting Technology with our FREE self-assessment tool for RIAs. Assess CRM effectiveness, showcase investment strategies, leverage data for lead generation, and maximize remote engagement. Enhance how you attract and manage prospects today!
Explore the possibilities: pages.services/learn.ezragro…
#ezragroup #riatechnology
Joel Bruckenstein retweeted
The sunset of TCJA will add back several common adjustment items that will create potential AMT exposure for many households.
Kitces Nerd @bhenrymoreland shares:
-Calculating AMT Under TCJA
-AMT Changes After TCJA Sunset
-Proactively Avoiding AMT Exposure
bit.ly/3Uyy9JB
Joel Bruckenstein retweeted
LPL moves to consolidate cash sweep complaints: citywire.com/ria/news/lpl-mo…
Joel Bruckenstein retweeted
Total auto loan debt balances have continued to trend higher as serious delinquencies have moved to highest since 2Q2010 per @Bloomberg Intelligence
@DataArbor
