Joel Bruckenstein - Profile and Journalist Details
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Joel Bruckenstein
Verified
Producer, Annual T3 Advisor Conference, T3 Technology Tools for Today
Miramar
Beats
government, and society in Asia Pacific for business/c-suite audiences. B2B,Digital trends digital transformation: impact across industry, digital disruption enterprise IT
Content
By Cat Auer, Joel Bruckenstein, Bob Veres| Financial Planning Verified and took the stage at the Technology Tools for Today (T3) conference at the Cosmopolitan in Las Vegas to unveil the much-awaited results of their Tuesday night. Based on responses from 2,917 "members of the financial planning/investment advisory community," the survey covered more than 800 tools and services across 38 categories. New to the survey this year are three categories: data warehousing, portfolio design and health care planning.
By Joel Bruckenstein| t3technologyhub.com@ A Simple, Elegant Solution to the Roth Conversion CalculationBy Joel Bruckenstein, CFPAlthough we have a reprieve until May this year, April 15th is traditionally known as Tax Day to both professionals and lay persons across the USA. To mark the occasion, FP Alpha, an AI-driven comprehensive planning solution that identifies actionable insights for advisors by analyzing tax returns, estate documents, and insurance policies, has announced the general release of their Roth Conversion Simulator.
By Cat Auer, Joel Bruckenstein, Bob Veres| Financial Planning Verified and took the stage at the Technology Tools for Today (T3) conference at the Cosmopolitan in Las Vegas to unveil the much-awaited results of their Tuesday night. Based on responses from 2,917 "members of the financial planning/investment advisory community," the survey covered more than 800 tools and services across 38 categories. New to the survey this year are three categories: data warehousing, portfolio design and health care planning.
Company Info
Hollywood, Florida, United States