T3 Technology Tools for Today reposted this
T3 Technology Tools for Today
Financial Services
Miami, FL 2,849 followers
The latest news plus in-depth reporting on financial services technology, plus special industry conferences
About us
Today's successful financial advisory firms have a big challenge: serving their clients well while keeping up-to-date with the newest and best technology and practice management tools. The financial services firms that support the financial advisors have similar challenges in that advisors are sometimes relying on the larger firm to provide the insights, support and solutions they need -- especially when it comes to technology and delivering high-quality services in a digital world. Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, is proud to provide a newsletter (now renamed the T3 Tech Hub and reincarnated in digital form as an online destination for information, insights and news about technology in the financial services industry) as well as annual conferences and other special by-invitation-only events to help the professionals who serve investors and the general public meet the new challenges and benefit from an array of opportunities. Bruckenstein also provides technology and practice management consulting for financial service firms. He is a sought after conference speaker, writer and industry thought leader. His topic is always technology and practice management. Follow this page for news and announcements. Visit http://www.technologytoolsfortoday.com to learn more.
- Website
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http://www.technologytoolsfortoday.com
External link for T3 Technology Tools for Today
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Miami, FL
- Type
- Privately Held
- Specialties
- Technology for Financial Advisors, Practice Management for Financial Advisors, Technology for Financial Services Firms, and Insights for current an emerging eAdvisors
Locations
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Primary
Visit us online
Miami, FL 33027, US
Employees at T3 Technology Tools for Today
Updates
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T3 Technology Tools for Today reposted this
If you haven't seen the annual T3/Inside Information Tech Survey, it is not too late to download your free copy: https://lnkd.in/e8pmUbf5
t3technologyhub.com
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These folks are doing some impressive work
AdvisorEngine Releases Update to their Goals Optimization Engine
https://t3technologyhub.com
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If you haven't seen the annual T3/Inside Information Tech Survey, it is not too late to download your free copy: https://lnkd.in/e8pmUbf5
t3technologyhub.com
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Sign up today!
You won't want to miss this
AI Use and Best Practices in the Financial Services Industry
https://t3technologyhub.com
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AT&T Says Hacker Stole Data on Nearly All Its Wireless Customers https://lnkd.in/ef3S5QSY
AT&T Says Hacker Stole Data on Nearly All Its Wireless Customers
wsj.com
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Joel Bruckenstein weighs in on the Envestnet, Inc deal
What's next for Envestnet after its $4.5bn sale to Bain and Reverence?
What's next for Envestnet after its $4.5bn sale to Bain and Reverence?
citywire.com
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Interesting, but apparently not a done deal yet.
Bain Capital may be set to buy Envestnet, Reuters reports; Sudden RIA industry mega PE player must find CEO, resolve Yodlee riddle to move forward | RIABiz
riabiz.com