Every year, the T3 conference brings together the best technologists working in wealth management, and the thought leadership is always impressive.

One example: In 2025, long-time T3 participant AdvisorEngine will bring actionable, insightful perspectives for those coming to Dallas. The wealth management platform provider has three presentations on the agenda this year, all diving into key technology issues facing advisory firms.

First, AdvisorEngine CEO Richard Cancro will speak to attendees about why, more than ever, advisory firms need to discover the power of JOMO — the Joy of Missing Out. Technology options are multiplying, client demands are changing, and industry pressures are evolving. Firms adopting the JOMO approach will perform better, grow faster, and win next gen clients easier. How is that possible? Cancro will share the secrets of achieving JOMO in your business.

Next, AdvisorEngine Chief Growth Officer Ned Dane will deepen the conversation with a presentation examining how RIA competition will evolve in a decade – and how will practice fundamentals need to be reinvented for this new era. Firms will need to consider new entrants competing for next gen clients, technologies that can mimic traditional advisor roles, and changing client attitudes toward wealth management. Attendees will learn how RIA fundamental values will adapt for this new era, enhanced and supported by a new platform of advisor tools.

Finally, AdvisorEngine Chief Technology Officer Raj Madan will take the stage again at T3. He will provide another take on how AI and quantum computing will impact the future of wealth management. Madan has updated his running commentary on these technologies with more examples of how these computing advances will impact wealth management’s evolution. With years of experience leading technology development and implementation at Pershing and now AdvisorEngine, Madan will break down how portfolio optimization, risk management, complex asset pricing, and financial planning will all be impacted and supercharged by these twin innovations.

To view the full agenda: https://t3conferences.com/agenda/