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Advisor Tech Talk (Week of 4/28/26)
We say it a lot, but boy, was it a busy week for wealthtech. We hope you enjoy this edition of...
Advisor Tech Talk (Week of 4/21/26)
If finance were one of Jim Henson’s Muppets, it would be Sam the Eagle.
It’s ironic that the financial services industry, and wealth management...
Advisor Tech Talk (Week of 3/24/26)
Content, content everywhere, but not a word is read. Heck, you’re probably not even reading this.
We’ll keep writing anyway, because there’s a lot of advisor technology news to cover...
Advisor Tech Talk (Week of 3/17/26)
AI is officially a sine qua non for the wealth management tech stack—but where should we put it?
Welcome to an extra-busy...
Advisor Tech Talk (Week of 10/20/25)
The moats and walls of traditional wealth management are crumbling, and technology is jumping into the breach.
Welcome to another Advisor Tech...
Advisor Tech Talk (Week of 9/8/25)
What a week for wealth management!
Welcome to a big edition of Advisor Tech Talk, because after a huge week in wealth...
Advisor Tech Talk (Week of 7/14/25)
They sound like they’re something out of The Matrix, and some industry observers believe that over the long term they will...
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!