"Our industry is still evolving.  The entrepreneurs and innovators can't just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it." -- Joel Bruckenstein

TOPICS

• 
  
• Refocus on financial planning 
  
  
• Evolution of Wealthtech
  
  
• Not all API’s are created equal
  
  
• Prioritizing the client experience
  
  
• How firms are leveraging artificial intelligence 
  
  
• Expectations for the 2020 T3 advisor conference
  
  
• Cybersecurity
  
• Custodian’s role in wealthtech
  
• Portfolio Rebalancing