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Dave Drucker and Joel Bruckenstein Announce Preliminary Agenda for T3 Technology Conference in 2014

Sessions will Address Pressing Concerns and Provide Innovative Solutions for Financial Advisors

ANAHEIM, Calif., Dec. 19, 2013 /PRNewswire-iReach/ -- David Drucker and Joel Bruckenstein, producers of the 9th Annual "T3" Technology Tools for Today™ Conference to be held at the Hilton Anaheim in Anaheim, Calif., February 10-12, 2014 today announced the preliminary conference agenda.


"We are excited about our ninth T3 conference and hope to make it our biggest and most engaging conference yet," said David Drucker, CFP®. "We are happy to continue to organize a fantastic conference that brings together some of the best thought leaders in the industry to talk about the ways technology is making our jobs easier by introducing cutting-edge solutions into our practices."

Among the opportunities this year's T3 Conference will offer are LPL's Managing Director and Chief Information Officer Victor Fetter.  On Day Two of the conference, Fetter will deliver a talk entitled "Technology: Enhancing Advisors' Business. Enabling Investors' Dreams," which will address the ways professionals can use technology to unlock value for clients and the ways technology can be used to deliver client solutions that make a difference. 

Another highlight of this year's conference is the general session panel "Custodian Thought Leaders on The Future of Advisor Technology."  The panel will feature a who's who of custodian thought leaders including Neesha Haithi, Senior Vice President, Advisor Technology Solutions at Charles Schwab, Edward O'Brien, Senior Vice President, Technology Product Management at Fidelity Investments, Jon Patullo, Managing Director, Technology Product Management at TD Ameritrade, and Ram Nagappan, Chief Information Officer at Pershing.

"The Custodian Panel is very exciting at this year's T3 Conference because we rarely, if ever, get four top-notch thought leaders together on one panel to share their enormous insight," adds Joel Bruckenstein, CFP®, and panel moderator.  "These smart and talented executives will talk about where they see the future of technology in our industry headed and it will be a panel that attendees will not want to miss."

J.D. Bruce, President of Abacus Wealth Partners, LLC, will also deliver a session, "Getting to a Billion" that will cover the ways proper technology infrastructure can help advisors get to $1 billion in assets under management.

In addition, throughout the three-day conference, T3 will feature sessions "What's New in Rebalancing," "What's New in Portfolio Management," and panels on emerging technology, integrating tablets into one's practice and a Mac vs. PC panel.  Andy Millard, CFP® and Principal of Millard & Company and Bill Winterberg, CFP® and host of FPPad Bits and Bytes will co-chair a panel on using video in one's practice. 

New this year are fifteen-minute "flash sessions" during which sponsors who are in the "emerging technology" category will present their innovative solutions in a kind of "lightening round" scenario. So far, there are ten emerging technology companies slated to regale the audience gatherings with their fresh and innovative solutions, Drucker said.

Also at the conference, the winners of the "FAStech Cup" Showcase Competition and Quiz Bowl Competition will be announced. Both competitions, which are being hosted by the members of FAStech Partners (, are open to teams of undergraduate students at institutions of higher learning that offer degree-granting programs in financial planning. Student teams in the Showcase Competition will be tasked with branding their firm and creating a website that defines their practice. Then, they have to create a financial plan for a hypothetical client using FAStech-partner software such as Redtail CRM, Orion Advisor, and MoneyGuidePro. Teams will then grant guest access to their clients and present their plans remotely via recorded video. The finalists will be invited to the conference where they will be asked to respond to questions from clients and a three-judge panel of financial professionals. Well-known industry consultant Marie Swift of Impact Communications will emcee the Quiz Bowl, which will be held during the pre-conference.

The conference will be preceded by a day of pre-conference sessions and, as in years past, an Ethics program will be offered, through which attendees earn 2 hours continuing education.

For conference registration, sponsorship application and additional details, visit T3's website, Follow the T3 Community at

Platinum Plus Sponsors:

Envestnet Tamarac


LPL Financial




Platinum Sponsors:

Fidelity Investments
Scottrade Advisor Services

XTRAC Solutions

Gold Sponsors: 

Fox Financial Planning Network

Morningstar, Inc.                                                                                           

Raymond James

TD Ameritrade Institutional


Silver Sponsors:

Advicent Solutions

Advisor Software

Advisor Websites

Advisors Assistant
Advisory World

AssetBook LLC

Back Office Support Service

BigFoot Investments

BridgePortfolio Inc.

Cities Digital
Cloud RIA


Croesus Finansoft

Envision Financial Systems, Inc.
External IT


Finance Logix
First Rate, Inc.
Fujitsu Computer Products of America, Inc.

IB Technology Solutions, Inc.

inStream Solutions


John Norwood Consulting, LLC


Laser App Software

MacroRisk Analytics

Money Tree Software

National Registry Services - NRS

Ndex Systems Inc.

Net Documents

Orchestrate LLC

Orion Advisor Services

Panoramix Financial

PaperClip Inc.

Pershing Advisor Solutions, a BNY Mellon Co.
Portfolio Pathway

Redtail Technology




Shareholders Service Group


Texas Tech Personal Financial Planning Squad

The E-valuator, LLC

Total Rebalance Expert

Trade Warrior, Inc.

Trumpet, Inc.

Trust Builders Inc.
Wealth Access, Inc.

Wealthbox CRM



WiFi Sponsor:


Media Sponsors                                                       

Financial Planning

Investment News

Media Contact: Alfred Martin, Impact Communications, 913-649-5009,

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SOURCE T3 Technology Conference

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