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What’s next for Wealthtech in 2024? Joel Bruckenstein, president of T3, discusses the increasing influence of AI, cybersecurity concerns, and the emergence of comprehensive platforms like Advyzon. Bruckenstein highlights the early stages of AI adoption in the industry, constrained mainly by regulatory hurdles, but points to a broad array of non-advisory applications where AI is already making an impact. He also sheds light on the frustration advisors feel with fragmented solutions, and how Advyzon’s all-in-one platform, designed from the ground up, is gaining traction by prioritizing user experience and integration.
