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Joel Bruckenstein
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Joel Bruckenstein

@FinTechie
Financial Services Technology Journalist and Consultant
Miramar, FL
about.me/jbruckenstein
Joined February 2009
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    Joel Bruckenstein
    @FinTechie
    Aug 21
    Schwab Hikes Client Referral Minimum to $5M
    financialadvisoriq.com
    Schwab Hikes Client Referral Minimum to $5M
    Schwab Hikes Client Referral Minimum to $5M
  • user avatar
    Joel Bruckenstein
    @FinTechie
    Aug 12
    Zeplyn Launches First Agentic Account-Opening Workflow in Wealth Management Through New Integration with Schwab Advisor Center™ | t3 Technology Hub t3technologyhub.com/zeplyn-launche…
  • user avatar
    Joel Bruckenstein
    @FinTechie
    Aug 12
    Alto Launches Private Deal Room for RIAs, Unlocking Private Markets Access Inside Retirement Accounts | t3 Technology Hub t3technologyhub.com/alto-launches-…
  • user avatar
    Joel Bruckenstein
    @FinTechie
    Jul 22
    Advyzon Launches Advyzon AI, the AI That Already Understands Advisors | t3 Technology Hub t3technologyhub.com/advyzon-launch…
  • user avatar
    Joel Bruckenstein
    @FinTechie
    Jul 11
    What is the CFP Board up to these days? Guest post by Bob Veres | t3 Technology Hub t3technologyhub.com/what-is-the-cf…

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