According to Joel “FinTechie” Bruckenstein, technology is something you need to feel and touch – and that is one of the biggest benefits that T3 brings to the financial services industry.
The largest and oldest event-of its-kind, the T3 (Technology Tools for Today) conferences bring together the tech, solutions, and insights that financial advisors and enterprises need to compete as the transformative effects of digital-first communications, workflow automation, virtual teams, and artificial intelligence become ubiquitous.
T3 conferences offer fun, interactive panels, powerful networking opportunities, and expert keynote speakers, plus T3’s world famous exhibit hall featuring the most innovative tech on the market featuring over 100 exhibitors. Attendees can shop – side-by-side comparisons of software and technologies and learn what’s going on in the eco-system.
T3 offers advisors and enterprises the unique and unparalleled opportunity to absorb everything that matters in the financial services industry, all in one event. From bleeding-edge tech demos to energizing and insightful keynotes to powerful networking opportunities, T3 allows them to bring the future of financial services back to their firms.
The T3 Legacy Unfolds
Explore a Past, Present and Future of Pioneering Innovation in Financial Services and Wealth Management
2000
An Idea Is Born
David Drucker and Joel Bruckenstein begin talking about writing a book for financial advisors on using technology to be more efficient.
2002
First Insights Come to Life
Drucker’s and Bruckenstein’s book, Virtual Office Tools for the High Margin Practice, is published by John Wiley & Sons. Virtual Office News, a PDF newsletter launched to supplement the book and ongoing learnings.
2004
The Industry Gathers for Our Inaugural Event
150 advisors and supporting firms attend the first conference held in Fort Lauderdale, FL. The focus of conversations was paperless office, scanning technology, software and compliance.
150 Advisors & Firms
150 Advisors & Firms
600 Advisors & Execs
600 Accounts & Execs
2007
The Biggest Advisor Tech Show of the Year
600 advisors and executives from supporting firms attend the financial services industry’s biggest and most robust annual advisor tech conference, with the majority of conversation focused on the future of the financial planning profession.
2014
The Focus Expands to Enterprise
Drucker and Bruckenstein honored by InvestmentNews, hailed as IA25. Enterprise conference added to provide specialized knowledge for custodians, banks, insurance companies and broker/dealers. Integrations become the focus of most conversations.
2015
David Retires, But the T3 Legacy Continues
David Drucker retires. Joel Bruckenstein continues on, building the T3 legacy. Focus starts to shift to cyber security concerns.
2021
COVID-19 Forces a Shift to Digital
COVID health concerns prevent normal conference participation, so T3 pivots to an all-digital strategy.
2022
T3 Returns, Bigger Than Ever
The annual T3 Conference for Advisors returns! Held in Denton, Texas, with record attendance, showing that the financial services community was eager for the in-person T3 conference to return. A special track for enterprise participants is offered alongside the traditional advisor track. Digital innovation takes center stage.
2024
T3 Marks Its Milestone 20th Anniversary
T3 celebrates its 20th anniversary by booking premium meeting space within the Cosmopolitan Resort & Hotel in Las Vegas. Theme is the past, present and future of the financial services industry, and how emerging technologies and AI/ML will change the landscape.
20th Anniversary
20th Anniversary
1000+ Advisors & Execs
1000+ Advisors & Execs
2025
And the Beat Goes On!
Downtown Dallas welcomes over 1000 T3 attendees. The conference theme is "the organic growth imperative for advisors" -- with speakers from Google, Microsoft, Schwab, CFP Board of Standards, Ritholtz Wealth Management, Choreo Advisors, RBC Clearing & Custody, Robinhood, and many more hitting the same note. The 2026 conference will be held in snazzy jazzy New Orleans.
Miss a Previous Conference?
Who is Joel Bruckenstein, the mastermind behind T3?
Joel Bruckenstein, CFP® is a globally recognized authority and innovator in the field of technology for financial professionals. As the president and publisher of Technology Tools for Today (T3), Bruckenstein is the driving force behind the acclaimed T3 Technology Tools for Today Conference — widely regarded as the premier technology event for independent financial advisors, broker/dealer executives, and wealth management leaders. Under his leadership, the T3 conference has become the industry’s largest and most influential annual gathering for professionals dedicated to advancing advisor technology and best practices. Beyond producing T3’s flagship events, Bruckenstein co-produces the annual T3 / Inside Information Advisor Technology Survey with industry influential Bob Veres, delivering the profession’s most robust, data-driven insights into fintech solution adoption, satisfaction, and emerging trends. The meticulously researched survey is recognized as an indispensable resource, shaping the technology strategies of thousands of advisory firms and industry vendors alike. With a career spanning over 25 years, Bruckenstein has advised firms of all sizes, from solo RIAs to multinational enterprises, on optimizing technological infrastructure, streamlining workflows, and embracing innovation. He is the co-author of three influential books: “Virtual Office Tools for a High Margin Practice,” “Tools and Techniques of Practice Management,” and “Technology Tools for Today’s High Margin Practice.” He contributes regularly as a subject matter expert to leading industry publications, including RIABiz, Wealth Solutions Report, InvestmentNews, ThinkAdvisor, WealthManagement, Financial Advisor, and Financial Planning. Widely sought after as a consultant, speaker, and thought leader, Bruckenstein has received numerous accolades for his leadership and vision, including the Inside Information Leadership Award. His ongoing mission: to help financial professionals leverage the right technology to better serve clients, enhance firm efficiency, and future-proof their practices in an ever-evolving digital landscape.
Joel Bruckenstein, CFP® is a globally recognized authority and innovator in the field of technology for financial professionals. As the president and publisher of Technology Tools for Today (T3), Bruckenstein is the driving force behind the acclaimed T3 Technology Tools for Today Conference — widely regarded as the premier technology event for independent financial advisors, broker/dealer executives, and wealth management leaders. Under his leadership, the T3 conference has become the industry’s largest and most influential annual gathering for professionals dedicated to advancing advisor technology and best practices. Beyond producing T3’s flagship events, Bruckenstein co-produces the annual T3 / Inside Information Advisor Technology Survey with industry influential Bob Veres, delivering the profession’s most robust, data-driven insights into fintech solution adoption, satisfaction, and emerging trends. The meticulously researched survey is recognized as an indispensable resource, shaping the technology strategies of thousands of advisory firms and industry vendors alike. With a career spanning over 25 years, Bruckenstein has advised firms of all sizes, from solo RIAs to multinational enterprises, on optimizing technological infrastructure, streamlining workflows, and embracing innovation. He is the co-author of three influential books: “Virtual Office Tools for a High Margin Practice,” “Tools and Techniques of Practice Management,” and “Technology Tools for Today’s High Margin Practice.” He contributes regularly as a subject matter expert to leading industry publications, including RIABiz, Wealth Solutions Report, InvestmentNews, ThinkAdvisor, WealthManagement, Financial Advisor, and Financial Planning. Widely sought after as a consultant, speaker, and thought leader, Bruckenstein has received numerous accolades for his leadership and vision, including the Inside Information Leadership Award. His ongoing mission: to help financial professionals leverage the right technology to better serve clients, enhance firm efficiency, and future-proof their practices in an ever-evolving digital landscape.
