President
Technology Tools for Today (T3)
Joel P. Bruckenstein, CFP®, is a globally recognized authority in the field of applied technology for financial professionals. He is renowned as the Publisher of Technology Tools for Today (T3), formerly known as Virtual Office News and now known as the T3 Tech Hub.
As the driving force behind the esteemed T3 Advisor Conference, Bruckenstein has established it as the preeminent technology event for independent financial advisors executives from independent broker/dealers and executives from large registered investment advisory firms. The conference also welcomes fintech journalists, private equity firms, and asset managers that support the wealthtech ecosystem. Celebrating its 20th year in 2024, the conference has consistently delivered unparalleled value to its attendees.
Beyond these major conferences, Bruckenstein partners with influential thought leaders in the financial services industry, such as Brian Hamburger of MarketCounsel, to host various technology summits.
For over two decades, Bruckenstein has been advising financial service firms of all sizes, aiding them in enhancing their technological infrastructure, streamlining processes, and optimizing workflows.
Bruckenstein's contributions extend beyond consultancy. He has co-authored three notable books: "Virtual Office Tools for a High Margin Practice," "Tools and Techniques of Practice Management," and "Technology Tools for Today's High Margin Practice." Furthermore, he has served as a monthly technology columnist for esteemed publications such as Financial Advisor magazine and Financial Planning magazine.
In collaboration with industry luminary Bob Veres, the publisher of Inside Information, Bruckenstein spearheads an annual technology survey exclusively tailored for the financial planning community.
Recognizing Bruckenstein's immense impact and leadership, he was honored with the fifth annual Leadership Award at Bob Veres' Insider's Forum. This prestigious conference unites the most influential figures in the financial planning profession, and Bruckenstein received the award during a prominent main stage presentation at the Insider's Forum held on September 6-8, 2017, in Nashville, TN.
AI is redefining what’s possible in financial planning and wealth management, empowering advisors to deliver advanced planning services—like tax, estate, and specialized strategies—to a broader range of clients efficiently and profitably. In this session, discover how leading firms are leveraging AI to scale personalized planning, deepen client relationships, and expand their service offerings without overextending their teams. You’ll walk away with practical insights on how to incorporate AI tools into your workflow to enhance your client experience, differentiate your firm, and drive growth in a competitive market.
Your clients increasingly expect customized solutions across all their products. Building customized portfolios can help you satisfy those demands by tailoring strategies to each client’s specific scenario, constraints, and investment thesis — but they’re difficult and costly to build with traditional tools. Syntax Direct is a direct indexing platform that solves this problem by combining AI with three fundamental pillars: high-quality granular data, a well-defined and repeatable process that can be automated, and trusted sources of truth that eliminate guesswork. The platform brings institutional-grade index creation tools directly to you, making it easy to build customized, rules-based indices tailored to your clients’ specific needs — capabilities typically reserved for institutional research teams and custom indexing shops.