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Kitces versus T3 Surveys: What My Comparison Reveals

Michael Kitces just published the results of his new software survey. Many of the results confirmed what Joel Bruckenstein and Bob Veres have been reporting for years. But there were some key differences.

Bruckenstein and Veres launched this year’s annual T3/Inside Information Software Survey for advisors and advisory firms,  inviting everybody in the planning community to lend their views. The questionnaire lists more than 300 different programs and solutions in 40 different categories, where participants can offer a single click that tells us not just what they use but their 1-10 rating of their user experience.

This year, Michael Kitces, of The Kitces Report, asked similar questions, albeit with a slightly different take on the categories, and the completed writeup was just released.

Read the article: Kitces versus T3 Surveys: What My Comparison Reveals.

Family Wealth Report – November 2023

In this Family Wealth Report article written by Charlie Paikert, Joel Bruckenstein, president of T3 (Technology Tools for Today) and producer of the T3 annual tech showcase conference, offers these comments about how AI is effecting financial advisors:

AI will generate blogs, brainstorming, research and agenda creation, Bruckenstein said. Marketing firms are currently deploying AI for lead generation. AI will also be used for recommending ‘next best actions’ and “identifying business opportunities among existing clients,” Bruckenstein added.

What’s more, Bruckenstein expects a slew of major AI product announcements for wealth managers at the next T3 conference, scheduled to be held in Las Vegas January 22-25, 2024. Attendees will also be able to see the latest and greatest fintech innovations — everything from financial planning, estate planning, tax planning, investment management, practice management tools, cybersecurity protection, and much more. Learn more about Registration Options here.

Read the article: How Sam Altman-OpenAI Saga Affects RIAs.

T3 / Inside Information Tech Survey 2023 Open Now – September 2023

This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of 1-10.  If survey respondents don’t use a particular category of software, just skip over that category, which greatly shortens the time required to complete the survey.

Bob Veres and I hope that all financial advisors will take the time to participate. And, of course, we’ll make the ratings and rankings available in a comprehensive report early next year, when the final data has been collected.

Thank you sincerely for your participation.

Here’s the link where financial advisors can express their views on the components of their tech stack: Take the s 2023 Survey Here.

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Action! Magazine – August 2023

By understanding the unique experiences and contributions of women, firms can unlock a wealth of talent, perspectives and innovation – leading to stronger, more resilient teams and ultimately a more prosperous industry as a whole. In an interview with Action! magazine’s Suleman Din, Bridget Grimes, co-founder of Equita Financial Network, encourages organizations to not only attract female professionals but also provide resources and flexibility to help them stay in the field.

Read the article: What’s needed to retain women in wealth management.

Practfi – May 2023

Keeping up with the latest developments in advisor technology can be challenging, as the relationship between advisors and technology continues to evolve. Practifi had the opportunity to attend and participate in the T3 technology conference, which has become a leading event for financial industry professionals seeking to stay abreast of the latest trends and innovations in advisor technology. 

​Read Rosa Atkinson’s summary of the panel’s discussion in her article:  T3 Tech Talk Lightning Round: Hot Takes on Hot Topics.

AdvisorHub – March 2023

In this episode of The FA Show, AdvisorHub travels to Tampa for the 2023 T3 Technology Tools for Today Conference for the release of their annual advisor technology survey and to check in with industry leaders and influencers.

Watch: The FA Show EP 25 – T3 Conference Coverage.

Kitces.com – April 2023

The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference. Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-present question of how AI tools like ChatGPT will impact the advisory industry.

Read the guest post by ​Craig Iskowitz: Highlights From The 2023 T3 Advisor Conference.

Swift Chats – April 2023

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, Marie Swift speaks to conference speakers, industry thought leaders and advisors about what’s hot and happening at #T32023.

Listen to the Podcast: T3 Technology Tools for Today Presents: Hot& Happening at T3 2023.

SEI – April 2023

​Anyone curious about the latest trends in wealth tech need look no further than the T3 Conference that was held March 13-16 in Tampa. The conference spoke to a community of tech users in the financial services industry, and top vendors showcased their solutions for common advisor problems. Cybersecurity emerged as a critical concern. The T3 Inside Information Software Survey, released live at the conference, showed a mere 3.74% increase in advisor usage of cybersecurity platforms compared with the 2022 results.

Read the article: Key themes and takeaways from the T3 Conference.

WealthManagement.com – March 2023

​T3 continues to facilitate meaningful discussions around the top technology trends in wealth management. At the 2023 T3 Conference in Tampa, Florida, Joel Bruckenstein breaks down why cybersecurity, AI and machine learning are hot topics in 2023.

Watch the video: Top Tech Trends From T3 with Joel Bruckenstein.

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