Venue
Fort Lauderdale Marriott Harbor Beach Resort and Spa
Fort Lauderdale Marriott Harbor Beach Resort and Spa, 3030 Holiday Dr, Fort Lauderdale, FL 33316, US

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Feb 6 EST - Fri Feb 9 EST (almost 7 years ago)
Location Fort Lauderdale Marriott Harbor Beach Resort and Spa
3030 Holiday Dr, Fort Lauderdale, FL 33316, US
Region Americas
Details

The T3 Advisor Conference is the leading practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis, advisors will emerge with timely information and insights on how to build a more efficient and profitable business.

Now in its 13th year, the T3 Advisor Conference has become the leading practice management and technology conference for independent and hybrid financial advisors. Produced by FinTech expert, Joel Bruckenstein and friends on an annual basis, advisors will emerge with timely information and insights on how to build a more efficient and profitable business.

Attend this industry-leading conference and:
• Experience new technologies
• Learn how to digitize your business
• Overcome technology complexities
• Crystallize your technology roadmap
• Get a glimpse into the future
• Be future ready

Speakers

2018 Speakers:

Joel P. Bruckenstein, CFS, CMFC, CFP
Publisher, Technology Tools for Today (T3)

​Tom Bradley
President, TD Ameritrade Institutional

​Josh Brown
Author, Backstage Wall Street

​Ric Edelman
Chairman and co-founder, Chairman and co-founder

​Danielle Fava
Director of Product Strategy, TD Ameritrade

Brian Hamburger
Business, Legal and Regulatory Compliance Consultant

Bob Veres
Author, The New Profession

​Magdalena Ramada Sarasola, PhD
Senior Economist

​Rich Cancro
Founder and Chief Executive Officer, AdvisorEngine

Jess Liberi
Vice President of Product Management, eMoney Advisor

Mark Bruno
Associate Publisher, InvestmentNews

J.D. Bruce
One of the Industry’s Leading Financial Advisor

​Aaron Klein
Co-Founder, Riskalyze

Walter Clarke
Spokesperson, Black Card Books

Tim Morello
Leader, IT Product Management Professionals

Kevin Hughes
EVP, Enterprise Sales, MoneyGuidePro®

Eric Clarke
Founder, Orion Advisor Services

Karyn DeJong / Rahul Ravikrishnan
Morningstar

Sponsors & Partners

2018 Sponsors:

PLATINUM PLUS:
• AdvisorEngine
• Black Card Books
• eMoney Advisors
• Fidelity Investments
• MopneyGuidePro
• MorningStar
• Orion
• Riskalyze

PLATINUM:
• Advicent
• Advizr
• Clearnomics
• Laserfiche
• RBC Correspondent Services Advisor Services
• SS&C Advent
• TD Ameritrade Institutional

GOLD:
• Addepar
• Charles Schwab
• Everplans
• Jemstep by Invesco
• Right Capital SEI
• Snappy Kraken
• Trade PMR

SILVER:
• AdvicePay​​
• AdvisorMetrix
• Advisor Clarity​
• Advisor Software
​• Advisor Websites
• Advisory World
​• Advyzon​
• Arcons Technology
• AssetBook LLC
• Asset-Map Platform​
​• BillFin by Redi2 Technologies
• Blaze Portfolio​
• BNY Mellon's Pershing​​
​• Broadridge Financial Solutions, Inc.
​• Chetu Inc.
• CircleBlack
• Concenter Services - XLR8
• Covisum LLC
​• Envestnet / Tamarac
• Financial Computer
• FinFolio
• FinMason
​• Fiserv
​• Folio Institutional
​• i65
​• Intelliflo
• Investment POD
• John Norwood Consulting, LLC​
​​• Junxure​​
• Kwanti​
​​• Laser App​, a division of iPipeline​
• LifeYield​
​​• MaxMyInterest
​• Mineral Interactive
• OnBase by Hyland
• Oranj & TradeWarrior
• Orchestrate LLC
• Panoramix​
• Quovo​
• Redtail Technology​
• RIA in a Box
​• RobustWealth
​• Shareholders Service Group
• SMArtX Advisory Solutions
• StockCalc
​• StratiFi
​• Totum Risk​​
​• True North Networks
• United Capital
• Valenta Virtual Assistants
​• Wealth Access
​• Wealth Conductor LLC
• Whealthcare Planning
• WisdomTree
• Y Charts
​• Yourefolio

BREAKFAST:
• SS&C Salentica

LUNCH:
• ActiFi
• WisdomTree

MEDIA PARTNERS:
• AssetTV
• FPA
• Investment News
• Investopedia