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Advisor Tech Talk (Week of 3/04/24)

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

WEALTHTECH INSIDER: Transition Advisors – Navigating The Broker Protocol

More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework

Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

Conneqtor Announces Strategic Acquisition by Community-Builder Joe Moss

Dec. 28, 2023 -- Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This...

DWN Publisher Notes For 11/28/23

Friends, hoping Thanksgiving was filled with joy for you and yours.  This week we look at VR in 2024 and question why the venerable WSJ is bashing Bitcoin yet again. READ UP!

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

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

MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals

Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.

Advisor Tech Talk (Week of 9/25/23)

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

RightCapital and PreciseFP Launch Data Integration Partnership

RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership. A new Application...

Advisor Tech Talk (Week of 8/21/23)

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...