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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...

Advisor Tech Talk (Week of 4/1/24)

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors

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As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

Advisor Tech Talk (Week of 8/28/23)

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Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

Advisor Tech Talk (Week of 4/18/23)

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There’s a lot to cover in advisor tech news this week, so we’ll get right into it. CapIntel has entered an agreement...

Advisor Tech Talk (Week of 2/28/23)

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What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

Advisor Tech Talk (10/11/22)

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By Christopher Robbins Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...

The Week in Digital Wealth (9/7/22)

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By Christopher Robbins Believe it or not, this holiday week in digital wealth was a busy one. On the...

Advisor Tech Talk (8/23/22)

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By Christopher Robbins I splurged recently. Wait a minute, let’s start over. I splurge all the time. I love going to record stores...