Technology Tools for Today: Supporting Advisors

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  • 02 mins 17 secs
Joel Bruckenstein, CEO of T3 Tech Hub discusses the evolution of advisor technology over the past two decades and how RIAs have witnessed a transformation in the industry.


Advisor Technology with Tim

Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.