Joel Bruckenstein @FinTechie
Financial Services Technology Journalist and Consultant about.me/jbruckenstein Miramar, FL Joined February 2009-
Tweets19K
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Followers14K
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Following542
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Likes5K
Not a surprise. It was a matter of when and to who, not if. AssetMark Sold to PE Firm for $2.7B at.law.com/rrkp8o?cmp=sha…
IRS Waives 2024 RMDs for IRA Beneficiaries Under 10-Year Rule at.law.com/c26oRp?cmp=sha…
Envestnet's shares soar on Reuters report about 'receiving interest' for takeover, the latest in a line of reported attempts riabiz.com/a/2024/4/16/en…
AdvisorEngine and Franklin Templeton Unveil Integrated Goals-based Planning | t3 Technology Hub shar.es/agqSIS
Financial Services Veteran Scott Smith Joins Buckler as CEO | t3 Technology Hub t3technologyhub.com/financial-serv…
Congratulation Carson Group. Yo got one of the best in the business! Carson Group Names Dani Fava As Chief Strategy Officer wealthmanagement.com/news/carson-gr…
Carson Group Names Dani Fava As Chief Strategy Officer wealthmanagement.com/news/carson-gr…
What a win for Carson. She is a superstar! Carson Group Names Dani Fava As Chief Strategy Officer wealthmanagement.com/news/carson-gr…
SEC Fines Two Firms for Bogus AI Claims at.law.com/QYqwgC?cmp=sha…
SEC's Texting Crackdown Rages On, With RIAs Likely Next at.law.com/GvG3aj?cmp=sha…
I will be there. You should be there too!
I will be there. You should be there too!
It's true that I'm not at #OrionAscent and @danielcrosby is. But while I can't hear his genius in person, I can read it. Thank you, Dan! This signed copy isn't going on the shelf anytime soon!
👋 to #OrionAscent attendees from Natalie Wolfsen - CEO, Brian McLaughlin - President, and @RickyRedtail - Director of Brand Experience, as they prepare to take the stage to share how to navigate the currents of change and emerge as leaders in an unstoppable industry.
Very excited to officially kick off #OrionAscent with industry analysis from brand new (I think I’m still allowed to call her that?) CEO Natalie Wolfsen. Starting here: The average 3-year growth rate for Orion clients was 33% 😳
7 Emerging Challenges for Advisors, and How Custodians Want to Help at.law.com/EK3kLo?cmp=sha…
At T3 event Josh Brown explained how his RIA, R... riabiz.com/a/2024/2/10/at… via @RIABiz
Nice article by my friend and colleague John O'Connell about how advisors should approach technology selection advisorperspectives.com/articles/2024/…
20 Years In, T3 Remains an Emerging Tech Barometer at.law.com/aULaZw?cmp=sha…
Advyzon Named Best All-In-One Software Solution for 7th Consecutive Year in 2024 Advisor Software Survey from T3 and Inside Information - businesswire.com/news/home/2024…
I mailed a letter within Florida on January 10. It was received today, February 1. This does not give me a high degree of confidence in USPS.
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Peter Mallouk @PeterMallouk
43K Followers 378 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Nero Archer @NeroArcher27967
95 Followers 67 Following
Hampton Tax & Financi.. @HamptonTax
103 Followers 390 Following Tax Strategist| Financial Planner | Estate Planning | I help clients reduce taxe$ and build wealth, Featured in: @finplan @blackenterprise @Thryv @keepertax
Scarlett @scarlet1020445
208 Followers 123 Following Sassy, classy ,and a bit smart -asst✌️ 👩🏼💻puppy lover 🐶#travel✈️✈️✈️#swimming#diving#hiking #golf ⛳️
David Williams @FalconEyeCrypto
220 Followers 1K Following Crypto Analyst // Ex-@JPMorganAM // Digital assets & DeFi // Invest at your own risk and DYOR // @Token2049
ioaffitto.it @ioaffitto
644 Followers 3K Following https://t.co/h31FHIDgO7 è Il portale immobiliare ideale per trovare case, stanze, uffici, negozi in affitto, affitto breve, o vendita.
Annie Morse @morse_anni45991
6 Followers 292 Following
+ @0oo0o00o000oo
26 Followers 274 Following
Joseph Gianoli @JoeGianoli
3 Followers 17 Following
BEAREE FROM DOWN SOUT.. @SouthernBearee
77 Followers 565 Following
Mayflower Advisors @MayflowerAdvis
76 Followers 1K Following A New World Approach to Financial Service Solutions. Globally recognized, top-ranked, award-winning, Independent Registered Investment Advisor.
Luumar @luumar_uas
169 Followers 492 Following Unmanned aircraft services. Agriculture, cargo, and imagery with the most innovative remote aerial vehicles.
Vladyslav Blahun @vladyslavblahun
49 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
🤴Edsøn Líma 17 &.. @17Filhao
401 Followers 8K Following 🤴Edsøn Líma CEØ 0017XVi! ...™ 👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL
Jimmy Cardentey @jimmycardentey
2K Followers 175 Following Servant of Christ | Husband | Father | Wealth Advisor | Committed to helping you live a life of greatness.
GDepp4378 @GDepp4378
0 Followers 843 Following
Ponnala srinivas bhar.. @BharathPonnala
402 Followers 8K Following
SAM - TU ASESOR LATIN.. @asesor_latino
98 Followers 1K Following Agente Internacional de Seguros Personales y Financieros para Latinos y Expatriados en el 🌎 - La mejor inversión es la que más te paga cuando más lo necesitas.
Ail Rashid @AilRashid195229
173 Followers 6K Following
Leopoldo Fahy @FahyLeopoldo
77 Followers 244 Following
Anandraj Mahor @AnandrajMahor1
9 Followers 123 Following I have served in Various Industries Including Real Estate, Legal, and Financial Services for 8 years and have expertise in Financial Planning.
李Mom and @lyk978064933
139 Followers 1K Following
Brad Gotto, RICP® @B_Gotto
111 Followers 246 Following Father, founder, financial advisor. Jesus wasn’t into politics or hate. Tweets ≠ financial advice.
jarrid berry @pearsonvue100
349 Followers 3K Following
Alexander Tang @alexdtang
1K Followers 5K Following CEO Secured Alliance Ventures | @iitstuart Advisor 2x Family Office, 2x VC, 2x operator, 1x PE: 7 of 25 investments exited to public markets.
Tim Kurth @TimKurth13
22 Followers 29 Following
Johnnie Whiting @johnniewhiting
1 Followers 201 Following
MyFOTech Live @MyFOTech
11 Followers 28 Following Technology & Operations Solutions for the Family Office Community.
Akinyemi Oluwaseun @AOluwaseun14918
19 Followers 91 Following
Cathy Curtis @cathy__curtis
459 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
dicky aguiling @aguiling_dicky
3 Followers 127 Following
DB Snow @Dbsnow70
73 Followers 632 Following
Osaic @osaic_inc
1K Followers 221 Following Osaic provides the support, resources, and community designed for the future of wealth management.
fredrick emmanuel @FEmmanuel11394
478 Followers 5K Following
Mark Colin @uboat159
662 Followers 4K Following Christian, Husband, Fireman, Step Dad, 35yr Investor, Athlete, Skier, Dirt & Mtn Bike, Grateful. $GMGI #2024 (Not a trader, Not an advisor, Not in marketing )
Edward Stephen @edyclassic264
26 Followers 88 Following
姚凯航 @lyykh1993
27 Followers 261 Following
adrianwilson @adrianwils27028
93 Followers 568 Following
Mark Buffington @MarkBuffBIP
1K Followers 400 Following CEO of @BIPCapital; Managing Partner of @BIPVentures
MARY JOY SUICO @suico_joy4815
3 Followers 63 Following
@Sphesihle-nduli @Sphesihle_Ndul
30 Followers 637 Following
Rob Allen @allenrobc
30 Followers 113 Following
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Peter Mallouk @PeterMallouk
43K Followers 378 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Douglas A. Boneparth @dougboneparth
269K Followers 624 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
Carolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @Forbes
Cheryl Nash @cherylnash2
3K Followers 2K Following Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
Joe Giannone @JosephAGiannone
990 Followers 682 Following A Connecticut Yankee in New Jersey. Opinions are my own, but you already knew that...
Nathan Stevenson @nathan_stvnsn
24 Followers 103 Following Wizardry of the world. Making our dreams reality. Deeper human connections with AI. Founder of ForwardLane. Writer, speaker, creator, lover of community.
Amy Irvine @amyirvineadvise
505 Followers 385 Following (CFP®, EA, MPAS®) Rooted Planning Group-formerly Irvine Wealth PS. I get to do what I love every day! Financial Planner. Wine Enthusiast. Email me for ADV Disc.
Robin Powell @RobinJPowell
24K Followers 15K Following Journalist, producer and content marketing consultant, working to change financial services for the better 🇬🇧🇺🇸
Bruce Kelly @BDNEWSGUY
4K Followers 2K Following Senior Columnist for InvestmentNews, which is owned and operated by London-based Bonhill Group plc.
FutureVault @FutureVault
929 Followers 4K Following Take your enterprise, advisor, and client value proposition to the future with the Client Life Management Vault. Automate, protect, engage, scale.
scott huff @huff_scott
499 Followers 434 Following CEO of @yourefolio, former D1 tennis player. Stay thirsty, hard work will always prevail
The Oasis Group @theoasisgrp
108 Followers 137 Following Generating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.
Janet Levaux @Think_JanetL
3K Followers 4K Following Lead @ThinkAdvisor; cover financial advisors, markets; @USMC and @UCLA mom; miss living in Asia, LatAm & EU; support #Venezuelans; @SAISHopkins & @Yale alum
Casey Osbourne @osbournecasey
228 Followers 228 Following Freelance journalist, writer, cover tech and think about the intersection between tech and society
Samir Vasavada @samir_vasavada
7K Followers 292 Following Co-Founder & CEO @viseinc | building the asset manager of the future - enabling personalized portfolios at scale
Sean Allocca @theseanscoop
825 Followers 582 Following EIC at @etfcom | Former: @InvestmentNews, @finpan, @CFO editor. Hates mushrooms, loves mushroom ravioli. [email protected]
Nicole Casperson @nicolecasperson
8K Followers 2K Following Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!
Dani Fava @ENVDani
2K Followers 184 Following Seeking Financial Wellness for Everyone. And 90's rap battles from anyone. https://t.co/y1XMY4vR4P
Skip Schweiss @SkipSchweiss
635 Followers 76 Following Husband, father, son, brother, friend, skier, hiker, cyclist, mountaineer, CEO Sierra Investment Management, Chairman Financial Planning Association
ECHELON Partners @echelon_group
1K Followers 3K Following The leading experts in #managementconsulting #valuation and #MandA for the #wealthmanagement #investmentmanagement & #wealthTECH industries
Mark Bruno @brunz99
1K Followers 462 Following Managing Director, Wealth Management | Informa Connect; Author, Save Now or Die Trying
Cross River Bank @crossriverbank
5K Followers 647 Following Powering the future of financial services. We deliver innovative embedded payments, cards and lending solutions to millions of consumers and businesses.
New York Times Travel @nytimestravel
1.2M Followers 335 Following Open up your world with The New York Times. 🌍
The Lincoln Project @ProjectLincoln
2.9M Followers 1K Following "You cannot escape the responsibility of tomorrow by evading it today.” – Abraham Lincoln 🏴☠️ | Home of #TheBreakdown
Holistiplan @Holistiplan
2K Followers 115 Following Holistiplan is an end to end tax planning tool for financial advisors. Founded by @Roger_S_Pine and @kevin_lozer
Barron's Advisor @barronsadvisor
4K Followers 293 Following World-class financial journalism and original advisor content, from Barron's. Follow @barronsonline for our main news feed.
Sterling Shea @SterlingShea1
456 Followers 141 Following Global Head of Wealth & Asset Management, Barron's
Jason Wenk @jasonwenk
6K Followers 1K Following Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
Melanie Waddell @Think_MelanieW
2K Followers 2K Following Senior Editor and Washington Bureau Chief | The Playing Field column | Boys' Mom | [email protected]
AppriseLabs @AppriseLabs
173 Followers 50 Following We provide innovative and collaborative presentation tools for financial advisors to use with their clients.
inventwithus @inventwithus
211 Followers 191 Following FinTech on a whole new level. Visit https://t.co/E6aBJD7Y30 for more on how we can solve your #fintech problems
@ENVMoneyGuide @ENVMoneyGuide
352 Followers 170 Following Follow our main Twitter account: @MoneyGuidePro
TheFedReserved @FedReserved
63 Followers 190 Following Chief Investment Officer at Madison Planning Group. Here to learn and contribute. My own thoughts and views not advice.
Burt White @_BurtWhite
11K Followers 989 Following Chief Strategy Officer of @CarsonGroupLLC; On a Noble Quest to Help You Find Your Freedom! Advisory services through CWM, LLC, Registered Investment Advisor.
Sounil Yu @sounilyu
2K Followers 198 Following CTO Stealth Startup | @jupiterone Ambassador | @MasonNatSec Fellow | @ProjectN95 volunteer | Creator of the Cyber Defense Matrix & DIE Triad | Mad Scientist
Hearsay Systems @HearsaySystems
8K Followers 2K Following Empowering advisors and agents to capture the last mile of digital communications.
StratiFi @trystratifi
2K Followers 2K Following StratiFi is a FinTech company empowering financial advisors to better protect client portfolios with our simplified risk management technology.
Advisor Tech Tools @advsrtechtools
1K Followers 2K Following The only website dedicated to advisor technology and practice management. See ratings, reviews, specs, and comparisons for all the top advisor software.
Michael Mauboussin @mjmauboussin
135K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
Swan @AndySwan
49K Followers 259 Following Techno Optimist/Accelerationism. Asymmetrical Investing & Living. Bitcoin. Lift heavy things.
🛫 April Rudin 🌏 @TheRudinGroup
24K Followers 21K Following Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
Bank Card For Travel @Bank_Card_T
84 Followers 912 Following The "Bakcradfortravel" website makes your life easier, and your money go further - whenever and wherever you're travelling
Envestnet | Yodlee @Yodlee
11K Followers 7K Following A leading data aggregation & analytics platform powering dynamic, cloud-based innovation for digital financial services. Disclosure: https://t.co/fjEn9uxZL2
Elizabeth Brigham @esbrigham
3K Followers 3K Following Dir, @HurtHubdavidson Past: @morningstarinc #pmm #product @Disney #prodmanagement @jivesoftware @timshel #cmo @davidsonalums @michiganrossEstate planning platform @WeAreWealth has announced that @HDelux has been added as its latest strategic advisor. wealthmanagement.com/news/wealthcom…
Natalie talking about all the cool behavioral tech we’ve developed. Mahhhh babiiies 🥹 #orionascent
major props to @toewscorp for their booth that incorporates a Seinfeld reference #OrionAscent
#1 self clearing custodian #1 alternative to Schwab #1 option RIAs are considering adding Awesome work team @altruist!
We're grateful to be named the #1 custodian advisors consider switching to and to score high on satisfaction in the T3 survey. Our latest blog provides insights into our remarkable performance & why we're the top choice for advisors. Read below👇 blog.altruist.com/news/2024-t3-s…
🔐 It is essential to continuously protect your firm from cyberattacks by remaining vigilant, keeping your #cybersecurity program current, and conducting cybersecurity due diligence on your vendors. 👉🏽 Get the full scope here: bit.ly/3V5VqBy #PrivacyAware
That’s our tech expert and all around good guy @ColinSwiftIC of @ImpactMarComPR manning the podcast station in the #T32024 press room!
🎧 Spotted: Natalie Wolfsen, Orion CEO, @redtailtech, President of Advisor Tech, and industry heavyweight Bob Veres at #T32024 recording the first episode of a special takeover season of #TheFuseShow podcast… 🤫 More to come! Stay tuned... @t3techhub
Financial planning is 🔑 to advisor success and business growth. We are committed to providing best-in-class financial planning solutions to our dedicated clients. Check our rankings: investmentnews.com/fintech/news/t…
The most comfortable spot to snuggle up and watch the snow is from this swing bed on the porch of our mountain cabin. @FlatTireFarm_NC
That’s a wrap on #T32024! 🤩 What was your favorite moment?
#T32024 has been a 10/10 event and we’re excited to see all of our friends again at Ascent in March! ☀️🏝️
As #T32024 enters the home stretch, another fantastic industry event announces its theme… Announcing @Orion_OAS Ascent 2024: Celebrating the “Unstoppable” Spirit of Financial Advisors Can’t wait to see everyone in San Diego, soon! 😃 businesswire.com/news/home/2024…
Truly insightful session from the ledgers that is @HDelux Market Counsel & Andrew Marsh @DynastyFP on how to evolve from an adviser to a CEO and the journey you have to take. #t32024
Natalie Wolfson, new CEO @Orion_OAS used the Advisortech map that @MichaelKitces and I produce as an example of how technology is distracting to #advisors This might be true in a few cases. But the tremendous increase in software choice has been beneficial to the industry, is…
Rob Nance, co-founder and CEO at @Dispatch_io, shares his expertise on how wealth management firms should evaluate software providers. #T32024 🔥💥
Welcoming our own #wealthtech expert Justin Wilkinson into the sticker club for helping advisors find their groove #T32024
Wise words from @KK_Chicago on #CyberSecurity and the risks of voice impersonation risks #T32024
Great to see @AdvicePay listed as one of the Software All-Stars at #t32024 🎉
@orionwealthtech @EricRClarke @t3techhub Congrats and well deserved @EricRClarke. First ballot hall of famer. #T32024
What makes T3 so special every year? Moments like these. Great to see you @GregFriedmanCEO. Always fun catching up! #T32024
The closest I’ll ever get to a Hollywood walk of fame star 😂 what a cool idea from @AdvisorEngine at #T32024
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