Financial Services Technology Journalist and Consultant
Miramar, FL
Joined February 2009
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YCharts Launches Risk & Proposal Manager for Financial Advisors | t3 Technology Hub t3technologyhub.com/ycharts-…
Libretto Launches New Insights Hub for Financial Advisors | t3 Technology Hub t3technologyhub.com/libretto…
Pontera 'reframes' itself from 401(k) workaround agent to trusted gatekeeper of AI agents -- possibly solving impasse with Fidelity -- as Schwab unleashes 'Charley' agent as its new 'foundation riabiz.com/a/2026/10/1/ponte…
AdvisorCRM Launches AdvisorCRM Studio to Help Advisors Build Custom Apps Without Coding | t3 Technology Hub t3technologyhub.com/advisorc…
Zeplyn Introduces Agent Studio and MCP Server, Giving Wealth Management Firms Control of the Intelligence and the Interface | t3 Technology Hub t3technologyhub.com/zeplyn-i…
Vanilla Enters Its Next Chapter of Agentic Estate Planning | t3 Technology Hub t3technologyhub.com/vanilla-…
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…
I am speaking at Insider's Forum 2026. Please check out my talk if you're attending the event! - via #Whova event app
Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors | t3 Technology Hub t3technologyhub.com/charles-…
Schwab Hikes Client Referral Minimum to $5M financialadvisoriq.com/c/523…
Zeplyn Launches First Agentic Account-Opening Workflow in Wealth Management Through New Integration with Schwab Advisor Center™ | t3 Technology Hub t3technologyhub.com/zeplyn-l…
Alto Launches Private Deal Room for RIAs, Unlocking Private Markets Access Inside Retirement Accounts | t3 Technology Hub t3technologyhub.com/alto-lau…
Advyzon Launches Advyzon AI, the AI That Already Understands Advisors | t3 Technology Hub t3technologyhub.com/advyzon-…
What is the CFP Board up to these days? Guest post by Bob Veres | t3 Technology Hub t3technologyhub.com/what-is-…
Live from T3: Key Wealthtech and AI Findings from the 2026 T3 / Inside Information Software Survey | t3 Technology Hub
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/
The Oasis Group and AdvisorEngine Release Research Report on AI Prospecting Tools | t3 Technology Hub t3technologyhub.com/the-oasi…