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Advisor Tech Talk (Week of 5/20/24)

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

The Week in Digital Wealth (5/13/24)

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Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

Advisor Tech Talk (Week of 4/22/24)

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

WEALTHTECH INSIDER: How Technology Can Help Advisors Service HNW Clients

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Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.

Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword

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The word “integration” is so commonly uttered by technology providers that it’s become the  corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology

Bearish is the New Bullish. WTF!

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To be perfectly blunt, WTF is going on? Let's pretend you are spending time at the international space station looking down at earth from 250...

Top 5 VC Deals of the Week in Fintech (4/25/23)

2021 was an unprecedented year for funding across sectors, as deals surpassed previous years. But one quarter into 2023, can we...

Top 5 VC Deals of the Week in Fintech (4/18/23)

According to CB Insights, the global venture ecosystem continued to cool off in Q1'23 as funding decreased 13% quarter-over-quarter to pre-pandemic...

The Week in Digital Wealth (2/14/23)

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By Christopher Hamman Things appeared to have cooled down in the markets with incoming inflation numbers. The US Treasury...

The Future of TAMPs in 2023 and Beyond

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As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...