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Advisor Tech Talk (Week of 5/6/25)
Here we are, celebrating another big week of wealth management technology headlines in Advisor Tech Talk, at what may be an...
Advisor Tech Talk (Week of 12/11/24)
Greetings, friends, and welcome to another Advisor Tech Talk—and don’t stop me if you’ve heard this one before—it's a busy week...
DWN Publisher Notes For 4/24/24
Friends, this week we celebrate the second cohort of wealthtech accelerator The Founders Arena. Our industry needs advocates like this to help mentor growing companies! Meanwhile, you'll find all the latest wealthtech, defi, fintech and VC deal news right here! READ UP!
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...
Advisor Tech Talk (Week of 3/11/24)
As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.
The...
DWN Publisher Notes For 10/17/23
Friends, what news is news? We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!
Advisor Tech Talk (Week of 10/17/23)
You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...
Advisor Tech Talk (Week of 8/28/23)
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 6/19/23)
Are the summer doldrums finally here?
Just like the weather in some parts of the world, news in the financial and technology...