“Our industry is still evolving. The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein
Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) Advisor Conference, as well as the Technology Tools for Today (T3) Enterprise Conference. He is an internationally acclaimed expert on applied technology as it relates to the financial service industry and is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Joel’s monthly technology columns appear in many trade publications and he compiles an annual technology survey for Financial Planning magazine. For more information about Joel and the services his firm offers, please visit www.JoelBruckenstein.com.
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- Industry innovators [02:06]
- Not all API’s are created equal [07:20]
- Prioritizing the client experience [11:06]
- How firms are leveraging artificial intelligence [14:21]
- Financial Planning [19:51]
- Social media for advisors [21:28]
- Cybersecurity [26:51]
- Custodian’s role in wealthtech [30:28]
- Portfolio Rebalancing [46:49]
Here is a list of the companies that were mentioned in this episode:
- AdvisorStream [21:42]
- Advicent [19:52]
- BizEquity [19:06]
- E*Trade [30:30]
- eMoney Advisor [04:55]
- Envestnet [41:41]
- FCI Cyber [26:51]
- Fidelity [30:30]
- InterGen Data [17:11]
- Invent.us [43:43]
- MoneyGuidePro
- Morningstar [35:24]
- Oranj [48:18]
- Orion Advisor Services [18:47]
- BNY Mellon Pershing [30:28]
- Quovo [41:56]
- Redi2 Technologies [24:21]
- SoftPak Financial Systems [46:49]
- TD Ameritrade [15:36]
If you are interested in more information about some of the topics Joel and I discussed, these blog posts would be useful:
