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Advisor Tech Talk (Week of 4/14/26)
Mark Twain is credited as saying “History doesn’t repeat itself, but it rhymes.”
He probably didn't say that, and whoever did say...
Decentralized Diaries for the Week of 3/30/26
The final week of March 2026 saw significant structural developments in the digital asset ecosystem. Governments reached key regulatory milestones in retirement accounts, stablecoin...
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...
DWN Publisher Notes For 8/13/25
Friends, this week saw Blue J land $122M for AI tax research, GeoWealth deepen ties with Apollo, and President Trump greenlight crypto in 401(k)s. The pace of fintech and digital assets isn't slowing... READ UP! | Cindy Taylor, Publisher
The Week in Digital Wealth (7/28/25)
Partnerships, integrations, and deployments enabled improved user utility. Ease of use was the watchword within secure environments.
Headlines to take note of:
CME and Nasdaq...
Advisor Tech Talk (Week of 7/28/25)
I came of age in the era of alternative music, and now I’m muddling through my middle age years in the...
Advisor Tech Talk (Week of 5/19/25)
Yes, it was a busy week in wealthtech, in fact, another week in which advisor technology news seemed to eclipse other...
AI INTELLIGENCE | Weekly Top 10 (5/16/25)
Deep Minds, Smart Glasses & Presidential Politics....
AI made more global headlines this week with major developments from the Middle East to major tech campuses....
The Week in Digital Wealth (3/10/25)
Things moved smoothly in the industry, with players focusing on innovation. Government regulatory actions remained light and in the background.
Headlines to take note...
Advisor Tech Talk (Week of 8/28/24)
Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...