Joel Bruckenstein

Financial Services Technology Journalist and Consultant

[Joel Bruckenstein @FinTechie]

@AaronKlein Sage advice

[Joel Bruckenstein @FinTechie]

YCharts Launches Risk & Proposal Manager for Financial Advisors | t3 Technology Hub https://t.co/gDIeTIHh1M

[Joel Bruckenstein @FinTechie]

Libretto Launches New Insights Hub for Financial Advisors | t3 Technology Hub https://t.co/LwIzK7ufnV

[Joel Bruckenstein @FinTechie]

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 https://t.co/DwDESjlnyo

[Joel Bruckenstein @FinTechie]

AdvisorCRM Launches AdvisorCRM Studio to Help Advisors Build Custom Apps Without Coding | t3 Technology Hub https://t.co/y7JgNAoYn8

[Joel Bruckenstein @FinTechie]

Zeplyn Introduces Agent Studio and MCP Server, Giving Wealth Management Firms Control of the Intelligence and the Interface | t3 Technology Hub https://t.co/tOrqEM0RSw

[Joel Bruckenstein @FinTechie]

Vanilla Enters Its Next Chapter of Agentic Estate Planning | t3 Technology Hub https://t.co/kjx9o1OAUO

[Joel Bruckenstein @FinTechie]

https://t.co/Tw3xu8EqmC

[RIABiz @RIABiz]

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 https://t.co/vJCtzt2A95

[Joel Bruckenstein @FinTechie]

I am speaking at Insider's Forum 2026. Please check out my talk if you're attending the event! - via #Whova event app

[Joel Bruckenstein @FinTechie]

Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors | t3 Technology Hub https://t.co/QxURemsrI6

[Joel Bruckenstein @FinTechie]

Schwab Hikes Client Referral Minimum to $5M https://t.co/kCbvp7fmZN

[Joel Bruckenstein @FinTechie]

Zeplyn Launches First Agentic Account-Opening Workflow in Wealth Management Through New Integration with Schwab Advisor Center™ | t3 Technology Hub https://t.co/e2OhWSFPEz

[Joel Bruckenstein @FinTechie]

Alto Launches Private Deal Room for RIAs, Unlocking Private Markets Access Inside Retirement Accounts | t3 Technology Hub https://t.co/pUaHqYpY4r

[Joel Bruckenstein @FinTechie]

Advyzon Launches Advyzon AI, the AI That Already Understands Advisors | t3 Technology Hub https://t.co/yY6BgYDCYi

[Joel Bruckenstein @FinTechie]

What is the CFP Board up to these days? Guest post by Bob Veres | t3 Technology Hub https://t.co/FA9G01HLh8

[Joel Bruckenstein @FinTechie]

Live from T3: Key Wealthtech and AI Findings from the 2026 T3 / Inside Information Software Survey | t3 Technology Hub

[eMoney Advisor @eMoneyAdvisor]

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

[T3 Technology Tools @t3techhub]

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

[T3 Technology Tools @t3techhub]

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: https://t.co/l8zAz3KSsH