WealthTech Today – February 2025

Craig Iskowitz sits down with Joel Bruckenstein, President of Technology Tools for Today, to discuss the implications of Morningstar Office’s shutdown and what advisors can expect at the upcoming T3 conference in Dallas on March 3-6, 2025. With a theme centered on organic growth, the 2025 conference promises new innovations, from AI advancements to practical solutions like car buying concierge services for clients.

Read the article: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences

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