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Advisor Tech Talk (Week of 11/6/24)

Welcome back to another (ANOTHER) busy edition of Advisor Tech Talk, where we give you a rundown of all of the...

The Week in Digital Wealth (11/5/24)

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Partnerships continued to drive the industry, with utility gaining traction. Government interventions showed up as usual, and upstarts upended the regular flow. Headlines to take...

The Week in Digital Wealth (3/11/24)

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Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases.  Meanswile, AI continued to...

The Week in Digital Wealth (8/1/23)

Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with...

The Week in Digital Wealth (6/6/23)

By Christopher Hamman Happy new month! As we all heave a sigh of relief with the end of the...

Advisor Tech Talk (Week of 6/6/23)

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A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

Advisor Tech Talk: 12/14/21

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BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.