T3 - Technology Tools for Today

T3 - Technology Tools for Today T3 - Technology Tools for Today was founded by David Drucker and Joel Bruckenstein in 2003. Learn more: http://www.technologytoolsfortoday.com

T3 - Technology Tools for Today was founded in 2003 by financial services experts (and former financial advisors) David Drucker and Joel Bruckenstein. Together they are the authors of three books: Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (2013); Tools and Techniques of Practice Management (2013) and Virtual Office Tools for For a High Margin Practice (2002). For many years, Drucker and Bruckenstein produced the T3 Technology newsletter, the first of its kind in the financial services industry. They also began to host the industry's leading conference on technology as it directly relates to practice management and building a profitable business -- currently dubbed the T3 Advisor Conference, which takes place in February every year (somewhere warm). In 2013, a second conference was added to the slate of events -- the T3 Enterprise Conference, which takes place in November and is co-hosted by industry insightful Bill Winterberg. In March 2016, the new T3 Tech Hub was revealed (www.T3TechnologyHub.com). Watch for new and exciting developments in 2016. As a side note, David Drucker retired in the spring of 2015, but we will always be grateful for his sacrifices and contributions to the industry.

09/15/2026

On a recent episode of Andy Wang's Podcast that provides a deep dive into what guardrails should employ, T3's Joel Bruckenstein highlights the parameters and best practices advisory firms should put in place regarding use, stressing the importance of using finite data sets and deterministic models for more trusted outputs.

Hear more of his observations in the video below, and watch the full episode here: https://www.youtube.com/watch?v=5nqGUvxr440

09/10/2026

Early bird registration for the 2027 - scheduled for March 22-25, 2027, in Las Vegas - is open now! Plus, room reservations are now open at The Cosmopolitan of Las Vegas for the industry’s premier conference.

The 2027 T3 - Technology Tools for Today conference theme, “From Knowledge to Wisdom: The AI-Augmented Advisor”, reflects the industry’s evolution beyond simply adopting tools toward using technology to enhance advisor judgment, client relationships, and business outcomes. This theme will be heavily explored at the second annual !

See through the hype of the ever-changing landscape and join , executives, innovators, and industry leaders to explore how , integrated technology platforms, and human expertise are reshaping the future of .

💡 From noise to knowledge. From knowledge to wisdom. T3 is the gold standard for WealthTech and AI education.

🎉 Learn more and register for here - see you in Las Vegas! https://t3conferences.com/t32027-registration-opens-event-focused-on-the-ai-augmented-advisor/

The preliminary agenda for the   Technology Conference is now live! Join us March 22nd–25th, 2027 in Las Vegas for four ...
09/04/2026

The preliminary agenda for the Technology Conference is now live! Join us March 22nd–25th, 2027 in Las Vegas for four days of insights, innovation, and connection. Explore the latest in and in the industry—including the second annual .

🏅 The is the gold standard for and education for !

🗓️ View the preliminary agenda, featuring agenda highlights and key events, recommended travel schedule, and more: https://t3conferences.com/2027-agenda/

🔷 Learn more and register here - the Early Bird rate is in effect through November, with special incentives available now! https://t3conferences.com/register/

08/31/2026

On a recent episode of Andy Wang's Podcast that provides a deep dive into what can and can't replace in , T3's Joel Bruckenstein highlights the rapidly changing nature of for . Joel notes that perceptions of AI's limitations can change at a drop of the hat.

Hear more of his observations in the video below, and watch the full episode here: https://www.youtube.com/watch?v=5nqGUvxr440

Joel Bruckenstein, CFP® of T3 - Technology Tools for Today will take the stage at Financial Planning's   conference, tak...
08/27/2026

Joel Bruckenstein, CFP® of T3 - Technology Tools for Today will take the stage at Financial Planning's conference, taking place October 20–22, 2026, in Austin, Texas! In addition to serving on the 2026 ADVISE AI Advisory Council, Joel will join Michael Kitces of Kitces.com for Thursday's opening keynote presentation.

Industry consultant Suzanne Siracuse will moderate their session entitled, “The Great Debate: Will AI Elevate or Erode the Value of Advice?” The “unfiltered discussion” will tackle some of the most important questions facing the profession, including automation versus human value, scale versus personalization, and where fit in an increasingly AI-powered future.

Advisors can register for ADVISE AI at a special rate of $350 using Joel’s exclusive discount code: Bruckenstein350

Click here to learn more: https://t3technologyhub.com/joel-bruckenstein-to-debate-ais-impact-on-financial-advice-at-advise-ai-2026/

Click here to register for ADVISE AI: https://advise-ai.financial-planning.com/

08/20/2026

On a recent episode of Andy Wang's Podcast that provides a deep dive into what can and can't replace in , T3's Joel Bruckenstein discusses as a distinct approach that can use to achieve truly customized portfolios for clients.

Joel highlights Syntax Data's platform as a leader in the field, which also utilizes to enhance and optimize the index creation process. won the AI Innovation Award at the Conference and the Emerging Technology Award at .

Hear more of Joel's observations in the video below, and watch the full episode here: https://www.youtube.com/watch?v=5nqGUvxr440

For over two decades, the   has delivered cutting-edge insights, trends, and tools to the   industry — a place where the...
08/18/2026

For over two decades, the has delivered cutting-edge insights, trends, and tools to the industry — a place where the people building, buying, and shaping come together in one room.

Some of the benefits of sponsoring T3 include:
- Increased brand visibility among industry influencers and decision-makers
- Opportunities to showcase your products and services to a highly engaged audience
- Access to exclusive networking opportunities with attendees, speakers, and other sponsors
- Opportunity to participate in education sessions to showcase your thought leadership

Our conference attracts a wide range of attendees, from , technology providers, industry experts, , private equity firms, and influential thought leaders. They are tech-savvy, forward-thinking, and are always seeking ways to improve their businesses. Nearly 80% of our attendees are decision-makers, which means they are the ones who make the final call on which technology solutions to use in their firms.

Find out more about sponsorship opportunities at here: https://t3conferences.com/t3s-2027-technology-conference-sponsorship-opportunities-and-benefits/

The first 25 sponsors to commit to the 2027 conference will receive special bonus incentives!

Early Bird registration for the 2027 T3 - Technology Tools for Today Conference is open now! Plus, room reservations are...
08/10/2026

Early Bird registration for the 2027 T3 - Technology Tools for Today Conference is open now! Plus, room reservations are now open at The Cosmopolitan of Las Vegas for the industry’s premier conference.

Scheduled for March 22-25, 2027 in Las Vegas, the will once again bring together , executives, innovators, and industry leaders to explore how , integrated technology platforms, and human expertise are reshaping the future of .

Following a successful debut in 2026, returns as a featured educational experience at . Designed for advisors and wealth management professionals seeking practical guidance on implementing , AI University will feature hands-on education from leading experts focused on real-world applications that advisors can implement immediately within their firms.

Learn more and register here - see you in Las Vegas! https://t3conferences.com/register/

Register now for the 2027 T3 Conference From Knowledge to Wisdom: The AI-Augmented Advisor March 22-25, 2027 | Las Vegas | Hotel & Resort Las Vegas General Attendee Registration Exhibitor Registration View highlights from the 2026 conference IMPORTANT UPDATES & INFORMATION 2026 N...

In this Citywire article from Ian Wenik, Joel Bruckenstein, a longtime champion of technology innovation in the   space,...
07/30/2026

In this Citywire article from Ian Wenik, Joel Bruckenstein, a longtime champion of technology innovation in the space, says he is “having too much fun doing what I’m doing” to step away from T3 - Technology Tools for Todayy and the .

Bruckenstein said he remains excited about the tech transformation underway in the industry, while T3 continues to play a central role through its annual software survey and flagship T3 Technology Conference. The conference will be held in Las Vegas, with already contracted for Florida.

Read more in Citywire RIA: https://citywire.com/ria/news/joel-bruckenstein-halts-t3-sale-process/a2494567

The RIA technology consultancy and event organizer began contemplating a deal in 2025.

Early Bird registration for the 2027 T3 - Technology Tools for Today Conference is open now! Plus, room reservations are...
07/28/2026

Early Bird registration for the 2027 T3 - Technology Tools for Today Conference is open now! Plus, room reservations are now open at The Cosmopolitan of Las Vegas for the industry’s premier conference!

Scheduled for March 22-25, 2027 in Las Vegas, the will once again bring together , executives, innovators, and industry leaders to explore how , integrated technology platforms, and human expertise are reshaping the future of .

The 2027 conference theme, “From Knowledge to Wisdom: The AI-Augmented Advisor”, reflects the industry’s evolution beyond simply adopting tools toward using technology to enhance advisor judgment, client relationships, and business outcomes. This theme will be heavily explored at the second annual !

Learn more and register for here - see you in Las Vegas! https://t3conferences.com/register/

Register now for the 2027 T3 Conference From Knowledge to Wisdom: The AI-Augmented Advisor March 22-25, 2027 | Las Vegas | Hotel & Resort Las Vegas General Attendee Registration Exhibitor Registration View highlights from the 2026 conference IMPORTANT UPDATES & INFORMATION 2026 N...

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