Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, took time out of his busy schedule to identify some of the major themes of this year's event for guest host Ryan W. Neal. Bruckenstein also shared some highlights from his latest adviser software survey and some gaps in the adviser technology ecosystem he believes open opportunities for new startups.

Speaking at the Technology Tools for Today conference, Jeff Benfield, managing director of investment adviser solutions at SEI, talks with guest host Ryan W. Neal about his impressions of Denton, Texas, and how his firm is using technology to drive personalization. Benfield shares a bit of what's coming on SEI's technology road map, as well as how he's getting back out into the world after the pandemic.

At the Technology Tools for Today conference, guest host Ryan W. Neal sits down with Dani Fava, head of strategic development at Envestnet. After discussing the most interesting meals they had in Denton, Texas, Fava talks about the most exciting startups she met with in the conference's exhibit hall, the latest innovations coming out of Envestnet, pro bono financial planning and her vision for embedding financial wellness and advice into consumer apps.

Franklin Templeton CEO Jenny Johnson joins guest host Ryan W. Neal at the Technology Tools for Today conference. She shares her impressions of her first T3, where she appeared in a fireside chat with T3 president Joel Bruckenstein discussing her firm's latest technology, as well as on a panel on increasing diversity in the industry. The duo also discuss their love of skiing and snowboarding, and Johnson's cross-country RV trip and her new love of rollerblading.

Reporting from the Technology Tools for Today conference in Denton, Texas, InvestmentNews technology editor Ryan W. Neal sits down with Andrew Salesky, head of digital adviser solutions at Charles Schwab, to get an update on the ongoing TD Ameritrade integration and the latest digital developments for advisers using Schwab's platform. They also discuss Schwab's latest third-party tech integrations, takeaways from the T3 conference and Salesky's new passion for swimming.

Bruce Kelly sorts through the complicated pairing of crypto and 401(k)s with InvestmentNews' very own Mark Schoeff Jr. and Jennifer Gibbs Swets, partner and retirement plan consultant at DWC – The 401(k) Experts. Together they address the big questions, including why Fidelity is advocating to push crypto onto its 401(k) platform and how advisers should explain this option to clients.

Bruce and Jeff reconnect with InvestmentNew's very own technology editor, Ryan Neal, as he dives into the T3 conference in Texas. The guys discuss what Ryan's been doing during his hiatus from InvestmentNews, his big plans now that he's back, and the misleading bro culture of Silicon Valley.

Jeff and Bruce dive deep into the world of cannabis investments with ETF Managers Group's cannabis research and banking expert Jason Wilson. Jason addresses how the industry will continue to shift as a result of changing regulations, what the rules are currently and how they're expected to change, and the difference between CBD and THC.

Bruce and Jeff talk with Tom Bradley, managing director at Charles Schwab, about the Schwab-TD Ameritrade merger. They break down the multiyear process of the acquisition and get an update on its current status, as well as unpacking the challenges faced throughout the process.

Jeff and Bruce talk to Knut Rostad, president of the Institute for the Fiduciary Standard, about the SEC's revisions to Form CRS and the complications that it's added to defining the term 'fiduciary.' Knut explains the purpose of the form and its very limited coverage of the fiduciary experience. The guys debate the significance of the fiduciary label, asset-based pricing vs. fee-based pricing, and the importance of transparency around fees.