Immersive sessions + practical wealthtech and AI demonstrations make T3 the definitive destination for advisors seeking to future-proof business management, investment protocols, and financial planning practices

T3’s Technology Conference for financial professionals, which is widely known as the wealth management industry’s most established and trusted technology event, will debut T3 AI University at its 2026 conference. AI University will deliver a bold, immersive learning experience designed to help investment advisors, financial planners, and wealth management professionals cut through AI hype and turn insights into action.

Guided by the 2026 theme, “From Noise to Knowledge: The FinTech Playbook for 2026 and Beyond,” the new AI University will take place the first day of the conference, March 9, 2026. AI University offers attendees the insights and information they need to gain a strategic advantage as they move from noise to knowledge in their hyper-competitive fields. Highly-accomplished faculty members will provide practical AI implementation advice and demonstrations (not just high-level talks) for the full day, with concurrent tracks running to ensure that every level of interest and key themes are covered.

T3's annual wealthtech conference has long been the leading gathering for a wide array of financial professionals – from entrepreneurs to intrapreneurs – seeking to understand the future of financial advisory services and how technology will empower them now and in the years to come.

DESIGNED FOR THE NEXT GENERATION OF ADVISORY LEADERSHIP

With refreshed energy and programming that reflects how advisors actually work today, T3 2026 speaks to both seasoned professionals and a rising generation of forward-thinking advisors who want substance, not buzzwords. From AI-curious firms to advanced tech adopters, T3 offers a clear message: this is where serious wealth management leaders come to learn what actually works.

#T32026 will unveil T3 AI University, a first-of-its-kind, hands-on AI learning experience designed specifically for financial advisors and wealth management professionals who want to move beyond the hype and put artificial intelligence to work in their firms.

Unlike high-level discussions or theoretical panels, T3 AI University is built around practical application and implementation. Each one-hour session will dig into real-world use cases, guided by some of the most respected AI and fintech experts in financial services. Attendees will leave with tangible skills, tools, and workflows they can implement immediately.

Highly accomplished faculty members will deliver practical guidance, real demonstrations, and real-world use cases that show advisors how AI is already reshaping financial advice, portfolio management, content creation, and firm operations.

Sessions will include:

• Real-world case studies based on actual advisor and firm scenarios
• Live, hands-on build sessions where attendees create AI-enabled tools and workflows to bring back to their offices
• Beginner-friendly and intermediate-level instruction, with no prior AI or programming experience required — while still offering meaningful insights for more advanced AI adopters

With the addition of T3's new day-long AI University, this standout wealthtech event becomes even stronger as T3's specially vetted and selected AI University faculty members reframe AI as core to financial advisory and portfolio management business models, rather than simply add-on technology, thus making T3 the best AI- and tech-focused event for wealth and investment management leadership in 2026.

“AI is no longer optional for advisory firms – it’s foundational,” said Joel Bruckenstein, CFP®, lead orchestrator of the annual T3 Conference. “With AI University, T3 reframes artificial intelligence not as a shiny add-on, but as a core driver of modern advisory business models.”

Check out the AI University Faculty here: https://t3conferences.com/2026-speakers/

NEW PROGRAMMING FROM A TRUSTED INDUSTRY LEADER

For more than two decades, the T3 Conference has been the go-to event for advisors, fintech leaders, and wealth management executives seeking clarity on where technology is headed, and how to use it effectively. The addition of AI University (which is running as a focused stand-alone day leading into the rest of the multi-day conference) marks a significant evolution, reinforcing T3’s role as the industry’s most practical, advisor-first technology conference.

Following AI University on March 9, the main T3 conference runs March 10–12, and will feature:

• T3 Awards announcements
• T3/Inside Information Software Survey Results presented by Joel Bruckenstein, T3 Technology Tools for Today, and Bob Veres, Inside Information
• A jam-packed exhibit hall with live demos and hands-on technology exploration
• Direct access to fintech innovators and product roadmaps
• Peer-driven learning, real-time comparison shopping, and actionable insights
• Evening networking events, including the conference’s signature closing-night celebration on Thursday, March 12

Click to learn more about the agenda: https://t3conferences.com/2026-agenda/

RECOGNIZED BY INDUSTRY THOUGHT LEADERS

Michael Kitces, founder of www.Kitces.com, consistently recommends T3 as a top financial advisor conference, citing its singular focus on helping advisors efficiently explore and evaluate the full landscape of advisor technology. As Kitces highlights in his article listing top tech conferences for financial advisors, “T3 is where independent advisors and technology decision-makers can directly access demos, see the latest product roadmaps, and meet leading fintech innovators — all in one trip. Rather than traditional lecture-style programming, the T3 experience is built for hands-on comparison shopping and real-time learning from industry leaders.”

Called “#1 in wealthtech conferences” by Ezra Group’s Craig Iskowitz, 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 helps you bring the future of financial services back to your firm,” said Iskowitz.

"March 2026 will again spotlight how independent advisors separate noise from signal in fintech,” said Bob Veres, publisher of Inside Information. “The T3 conference always brings clarity to the evolving tools and strategies that help firms serve clients better — today and tomorrow. I’m also excited to be co-presenting our initial observations from the annual T3/Inside Information Software Survey results at T3 on March 10, 2026."

The annual advisor software survey is open now and can be accessed here until the planned closure for responses on February 7, 2026.

PRESS PASS INVITATION FOR JOURNALISTS

Members of the press interested in attending the conference and covering T3 2026 are invited to request a press pass by contacting:

Dori Thomas

Impact Communications, Inc.

DoriThomas@ImpactCommunications.org

913-649-5009

ABOUT THE T3 TECHNOLOGY CONFERENCE 2026

The T3 Technology Conference is the wealth management industry’s leading event focused on advisor technology, innovation, and practical implementation. Taking place March 9–12, 2026, in New Orleans, T3 brings together financial advisors, wealth management executives, fintech leaders, and technology decision-makers to explore how technology is shaping the future of advice.

The 2026 conference theme, “From Noise to Knowledge: The FinTech Playbook for 2026 and Beyond,” reflects T3’s long-standing mission to help advisors cut through an increasingly crowded fintech landscape. Through hands-on demos, real-world use cases, and direct access to fintech innovators, T3 enables attendees to evaluate, compare, and implement the technologies that best support efficiency, scalability, and superior client outcomes.

With four days of immersive programming – including the new AI University, a robust exhibit hall, and peer-driven learning – T3 delivers actionable insights designed to help advisory firms make smarter technology decisions today and build stronger practices for the future.

Early bird rates expire at 11:59pm ET on December 31, 2025. Advisors are encouraged to bring another person from their firm as there will be so much to digest. To help in this regard, T3 is offering a buy-one/get-one-free offer for members of the same advisory firm. BOGO details and other special incentives on single tickets and day passes to AI University are available here: https://t3conferences.com/new-and-exciting-ai-university-march-9-2026-in-new-orleans/.

For more information, visit https://T3Conferences.com/

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“AI is no longer optional for advisory firms – it’s foundational. With AI University, T3 reframes artificial intelligence not as a shiny add-on, but as a core driver of modern advisory business models.”