ICYMI: Testimonial iQ debuted three new features at the #T32024 event in Las Vegas. Check out this great platform that helps RIAs compliantly collect and use client testimonials: t3technologyhub.com/testimonial-iq…

In this podcast episode, Shannon Rosic speaks with Joel Bruckenstein about technology's transformative impact on wealth management. They also discuss the T3/Inside Information Survey results, which were presented at #T32024 .

Listen here:
wealthmanagement.com/wealthstack/we…

Dirk Pearson of Advyzon discusses how the T3/Inside Information Survey has recognized their firm as the top all-in-one platform for seven years in a row in this video interview with WealthManagement.com.

Watch here: wealthmanagement.com/technology/ele…

Don't miss Joel Bruckenstein and Jud Mackrill at RFG's Advisor Retreat next week as they take the stage to discuss fintech innovation and disruption.

#rfggrowth24
RFG Advisory

Part two of the Hot & Happening T3 podcast, recorded live at the 2024 T3 conference in Las Vegas, is out now! Host Marie Swift discusses the biggest takeaways and insights with conference speakers, industry thought leaders, and advisors.

swiftchats.libsyn.com/t3-technology-…

In this video interview with WealthManagement.com, filmed at the T3 Technology Tools conference, Advyzon COO Dirk Pearson shares how our focus on integrating cutting-edge technology like AI and machine learning, with a strong emphasis on customer engagement and success, has led to Advyzon being…

In this WealthManagement.com interview, Christophe Gauthron, CEO of Kwanti, discusses the T3 conference and the T3/Inside Information Survey. He also teases some of Kwanti's upcoming plans.

Watch here: wealthmanagement.com/technology/how…

In this WealthManagement.com interview conducted at #T32024 , Siddhartha Oza of Sora Finance illuminates the gap between client expectations for loan and credit management services and advisors' actual offerings.

Watch here:
wealthmanagement.com/technology/why…

.Morningstar, Inc. reporter Sheryl Rowling attended the #T32024 Conference this January, read her recap and key takeaways in this article:
morningstar.com/financial-advi…

Via WMTV covering #T32024 in Vegas: Danielle White, CEO of @Myriad Advisor Solutions, discusses cybersecurity trends impacting the wealth management industry.

wealthmanagement.com/myriad-launche…

Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Fintech Solutions.

Find the details in this article: t3technologyhub.com/advyzon-and-ap…

In this episode of Hot and Happening at T3 2024, recorded at the 2024 T3 Technology Tools for Today #T32024 conference, host Marie Swift leads a conversation with Gary Carrai, Executive Vice President of Advisor Business Strategy at LPL Financial.

Listen: t3technologyhub.com/hot-happening-…

In this guest post for Kitces.com, Craig Iskowitz of the Ezra Group discusses highlights from the 2024 T3 Conference held in Las Vegas January 22-25, 2024.

Read the article: kitces.com/blog/t3-adviso…

Look who it is! Our very own Joel Bruckenstein is in Phoenix this week, making appearances at a symposium for NAPFA and the Advyzon #TAC2024 #AdvyzonConference . Here Joel is speaking with WealthManagement.com reporter Shannon Rosic - can't wait to see the produced video!

.Joel Bruckenstein, joined Bob Veres on stage yesterday at the Advyzon Conference in Phoenix. Moderator Shannon Rosic added poise and asked some challenging questions. Follow along using the hashtags below if you'd like to see more of what's happening at #TAC24#AdvyzonConference

In this edition of T3 Reflections, Danielle White of Myriad Advisor Solutions shares, “This environment fosters networking, learning, and collaboration, making it an empowering experience for women navigating the dynamic landscape of technology and finance.”

Read here: t3conferences.com/t3-reflection-…

Heads up! This year’s #T32024 Social Media Contest will end on March 1st. There’s still time for you to increase your odds of winning. Rules and details are available by clicking the link below.
t3conferences.com/heads-up-the-b…

This InvestmentNews article dissects the 2024 T3/Inside Information Software Survey report presented at #T32024 , with insights that advisors looking to upgrade their tech stack may find beneficial.

Read here: tinyurl.com/IN-T32024

Explore our exclusive photo essay from Day 4 of the 20th-anniversary Technology Tools for Today Conference, hosted at the Cosmopolitan Hotel & Resort, Las Vegas, on January 25, 2024. #T32024

Watch here: vimeo.com/910107294?shar…

Join us for a free webinar: Beyond the Buzz: Navigating the Fintech Frontier with Joel Bruckenstein and Bob Veres on Thursday, Feb 29, 2024 at 3:00PM CST as we dive into the heart of the fintech landscape in this exclusive webinar tailored for financial advisors.
register.gotowebinar.com/register/48030…