T3 - Technology Tools for Today

06/08/2026

The 2027 T3 - Technology Tools for Today Conference will take place in Las Vegas, March 22nd-25th, 2027, at the beautiful Cosmopolitan Hotel & Resort!

We’re already looking ahead to an even bigger and more dynamic agenda, including the second edition of , for the T3 community in 2027! Stay tuned to the website for more info on registration, hotel block, and sponsor opportunities - coming soon: https://t3conferences.com/

In the meantime, the Early-Early Bird form has been extended until July 1st! Fill out the form to express interest in receiving the Early-Early Bird Rate by 7/1/26, and we'll send you the very best pricing option for once registration opens.

06/05/2026

This article from InvestmentNews covers and summarizes the results of the 2026 Advisor Software Survey from and , noting that is moving from novelty to backbone in the industry.

AI notetaking and generative AI are going mainstream as weigh suites against stacks and planning modules gain ground. AI is reshaping , and the latest survey showed the technology moving from experiment to everyday toolkits, even as other parts of the stack shift more slowly.

Read the full article here: https://www.investmentnews.com/fintech/ai-moves-from-novelty-to-backbone-as-advisors-reshape-fintech-stacks/265643

New T3 survey finds notetaking and generative AI going mainstream as advisors weigh suites against stacks and planning modules gain ground.

06/01/2026

is being paraded as the best timesaving solution, promising to streamline workflows and free up capacity for to focus on higher-value work — namely, client relations. But recent research explores a more complicated reality: AI is intensifying work, not reducing it.

Many firms in the community are highly involved in AI research, implementation, and innovation. Six sponsors and speakers from the are featured in this article from Jonny Swift of Impact Communications, Inc. - Founded by Marie Swift, exploring the productivity paradox of in :

- Kevin Hughes of Advyzon
- Trevor Coyle of Libretto
- John O'Connell of The Oasis Group
- Sean Brown of YCharts
- Henry Zelikovsky of SoftLab360
- Sean Sandys of Syntax Data

Click here to gain their valuable insights in VettaFi's : https://www.advisorperspectives.com/articles/2026/05/13/productivity-paradox-why-ai-making-advisors-busier

To understand the full impact of AI on advisor productivity, it’s important to look beyond speed alone. The more relevant question is whether efficiency gains are creating meaningful breathing room or simply raising expectations and expanding the scope of work.

06/01/2026

Impact Communications, Inc. - Founded by Marie Swift has been the Agency of Record for T3 - Technology Tools for Today for over 20 years, and we're proud to partner with T3 to bring the energy and insights of the to life year-round.

On the T3 Featured News page, you’ll find a steady stream of coverage from , with tons of content produced by — including multiple episodes of the T3 Hot & Happening podcast, daily conference video recaps, news release announcements, curated news digests, and firsthand testimonials from participants.

Whether you attended the conference or want to stay tuned in to the latest news, this hub delivers timely insights and perspectives for and professionals.

Explore the latest coverage: https://t3conferences.com/news/featured-news/

Featured News Curated Highlights and Top Stories from T3 Conferences Discover in-depth coverage, conference news digests, exclusive interviews, testimonials, and more. May 21, 2026 T3 Hot & Happening Podcast 2026 – Part 3: Data, Workflows, and the Human Side of AI May 4, 2026 T3 Hot & Happening Po...

05/26/2026

Shannon Rosic of Wealth Management. caught up with and leaders at the 2026 T3 - Technology Tools for Today Conference, where they shared what’s actually making the cut in their 2026 fintech playbooks.

At this year's , the theme focused on turning noise into knowledge, and the industry delivered. and leaders shared what’s rising to the top of their 2026 playbooks, from embedding across operations and client experiences to building unified data layers and more customized solutions.

Click here to watch the video montage from : https://www.wealthmanagement.com/financial-technology/inside-the-2026-fintech-playbooks-at-t3

Featuring:
Raj Madan of AdvisorEngine
Claire Alexander of The Arch's Anvil
Tim Roesch of Journey Advisory Group
Shaun Kapusinski of HIFON
Stephanie McCullough of Sofia Financial
Aimee Cook of Myriad Advisor Solutions

Attendees at the T3 Conference detail what's on their minds in 2026, including artificial intelligence and unified data layers.

05/22/2026

The 2026 brought the buzz, the breakthroughs, and the big ideas to New Orleans - and Impact Communications, Inc. - Founded by Marie Swift was there to experience it all!

In part three of the T3 Hot & Happening Podcast, host Ohm of Content 151 sat down with a variety of executives, consultants, and thought leaders – including a handful of Impact clients – to explore how is reshaping the landscape, major product and platform themes that aim to improve advisor efficiency, and why need thoughtful adoption, stronger data foundations, and human oversight.

Guests include:
Bob Veres of
Ned Dane of AdvisorEngine
Darren Tedesco of Advisor360
Jeffery Coyle of Libretto
Paul Gilbert of Myriad Advisor Solutions
Mike Bennett of EncorEstate Plans
Paul Ehrlichman of Flextion AI
Henry Zelikovsky of SoftLab360

Click here to listen to the special episode produced by and hosted by : https://www.impactcommunications.org/best-practices-blog/t3-hot-happening-2026-part-3-data-workflows-and-the-human-side-of-ai

In the final part of this three-part special series, Shawna Ohm of Content 151 sat down with a variety of fintech executives, consultants, and thought leaders – many of whom were speakers at – to explore how AI is reshaping the wealthtech landscap

05/22/2026

The 2026 brought the buzz, the breakthroughs, and the big ideas to New Orleans.

In part three of the T3 Hot & Happening Podcast, host Shawna Ohm of Content 151 sat down with a variety of executives, consultants, and thought leaders – many of whom were speakers at – to explore how is reshaping the landscape, major product and platform themes that aim to improve advisor efficiency, and why need thoughtful adoption, stronger data foundations, and human oversight.

Guests include:
Bob Veres of
Ned Dane of AdvisorEngine
Darren Tedesco of Advisor360
Jeffery Coyle of Libretto
Paul Gilbert of Myriad Advisor Solutions
Mike Bennett of EncorEstate Plans
Paul Ehrlichman of Flextion AI
Henry Zelikovsky of SoftLab360

Click here to listen to the special episode produced by Impact Communications, Inc. - Founded by Marie Swift: https://t3conferences.com/t3-hot-happening-podcast-2026-part-3-data-workflows-and-the-human-side-of-ai/

The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what’s next in the financial services industry. From AI University to can....

05/20/2026

At the in New Orleans in March 2026, Joel Bruckenstein presented a Lifetime Achievement award to William Bengen — a best-selling author and creator of what has become known as the .

Why was Bill chosen for the T3 Lifetime Achievement Award?

Read this article in Barron's for a glimpse into his genius research and assessments: https://www.barrons.com/articles/worst-year-to-retire-f1291615

New calculations from the creator of the 4% rule show that the 1929 market crash wasn’t as bad for retirement portfolios as the high inflation of the 70s and 80s.

05/14/2026

Jenna Smith of PROFi - Professional Financial Planning says that this year’s sessions went beyond talking about change, but taught how to enact change with : "It’s fascinating how quickly things are evolving. Just a year ago, the 'new' technology everyone was discussing was . This year, the conversation centered around and how to use it effectively."

She added, "Since getting back, I’ve been experimenting with building to automate parts of my day, creating Gemini Gems to help review emails for compliance, and looking closely at the more tedious parts of my life to see what can be outsourced to my agents."

Read Jenna's full testimonial of here: https://t3conferences.com/jenna-smith-of-profi-says-this-years-sessions-went-beyond-talking-about-change-provided-practical-intel/

Since getting back, I’ve been experimenting with building AI agents to automate parts of my day, creating Gemini Gems to help review emails for compliance, and looking closely at the more tedious parts of my life to see what can be outsourced to my agents.