Joel Bruckenstein, President of T3 – Technology Tools for Today, led the official 2026 T3 Conference kickoff on the morning of March 10 in festive spirit, with a Mardi Gras tie and king hat. He states, regarding the future of AI in wealth management, “The need for advisors will be much greater,” but the structure of firms will change. “The skillsets you need in your offices will change,” he added.
Read the article: T3: Advisors as Investment Managers, Operational Excellence and Custodial Change
