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Advisor Tech Talk (Week of 2/6/24)

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It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

AI & Finance™: News for the Week Ending 2/2/24

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In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...

INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key

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Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.

AWARD WINNING COGNICOR AI ASSISTANT CUTS UP TO 80% OF PRE- AND POST-MEETING WORK...

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CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...

Advisor Tech Talk (Week of 10/31/23)

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The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

Creating a Haven for Wirehouse Advisors

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In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....
NEWS BRIEF 2

PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution

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LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

WEALTHTECH INSIDER: The Starter’s Guide to Building a RIA Tech Stack

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For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients. 

The Week in Digital Wealth (1/10/23)

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By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...