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This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...

Friends, FINTECH IS STILL RIPE FOR INNOVATION. You heard it here first. We recently registered on the SAP Ariba vendor system and it was NOT "efficient", and that's a vast understatement. In this age of generative AI and the best and brightest minds re-writing the way finserv functions, how can a payments/vendor system this difficult and non user-friendly even still exist? But I digress. Another great newsletter awaits you here...READ UP!!

Utility took over last week's industry convo, with new features improving end-user experiences. Integrations also moved in that direction. Partnerships focused on cost reduction...

Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...

Friends, this week our CEO explores disinformation vs. common sense in markets, future elections and more while we see three VC fundings this past week hit $100M+ again - are we back to the go-go days of fintech venture? All this and more digital wealth and AI sector news right here...READ UP!!

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...

Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...