Joel Bruckenstein
@FinTechie
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Financial Services Technology Journalist and Consultant
Miramar, FL
Joined February 2009
Ian McKenna: What clients want is changing, and advisers need to keep up.
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Introducing Robinhood Strategies, Robinhood Banking, and Robinhood Cortex
newsroom.aboutrobinhood.com
Today, at Robinhood Presents: The Lost City of Gold we announced Robinhood Strategies, Robinhood Banking, and Robinhood Cortex, a suite of new features that will shape the future of wealth management.
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This looks like a good strategic fit for both parties: Flourish buys lending platform Sora Finance in first deal
citywire.com
Flourish and Sora's CEOs told Citywire the deal will help advisors compete with banks and wirehouses by offering a comprehensive lending and deposit solution.
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Bob Curtis is back to financial planning • Future Capital and Pontera score $15-billion AUM • Advisor360 is out to conquer Salesforce and Needham • Batnick repurposes Ritholtz charts into standalone venture for RIAs
riabiz.com
MoneyGuidePro founder sees mortgage angle • Commonwealth's spun-off software unit thrives in second life
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RT @eMoneyAdvisor: 📢 We're excited to participate in the @t3techhub conference in Dallas, TX! . ☺️ Stop by booth 610 to discuss our new Pr….
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RT @AdvisorEngine: Advisory firms must embrace JOMO—the Joy of Missing Out—to thrive in our fast-changing industry. Join @AdvisorEngine tod….
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RT @tinacpowell: Double hat trick! Congrats to Kartik Srinivasan, President of @Advyzon Institutional, as he takes the stage as emcee at #T….
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RT @t3techhub: Not only did @kartikfintech kick off our main stage today, he also kicked off the #SocialCam for #T32025. Catch him MC-ing f….
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RT @ARQA_AI: During the Opening Session at @t3techhub, our CEO, @haik_sahakyan shared insights on how #AI is making financial data more acc….
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RT @tinacpowell: 🚨 Happening Now! 🚨Live at #T32025 A magical convo @Kate__Healy Steve Quirk @Robinhood Robb Baldwin @TradePMR diving into l….
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RT @tinacpowell: She’s an amazing interviewer @Kate_Healy and a powerful force for #nextgen #T32025 happening in 2 minutes ⏱️ she’ll be on….
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Congrats!.
The Oasis Group is very excited to share that for the 2nd year in a row, we've been named the winner of the Consultancy Award in the #WealthTech Consultancy & Training category of the 2025 WealthTech Americas Awards by @WealthBriefing & @FWReport:
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RT @PeterMallouk: The S&P 500 has returned an average of 10% per year since 1928 and has done so despite an average intra-year drawdown of….
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RT @LizAnnSonders: Number of multifamily units under construction continues to fall … year/year decline of this magnitude (orange) last see….
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Organic growth to take center stage at T3 conference
financial-planning.com
One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.
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