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

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

Friends, ever wonder about the secret sauce that drives chamionship teams?  Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week.  Enjoy the unofficial end of summer and READ UP!!

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

Friends, the wealthtech industry is going through some major reshuffling right now, as is tech in general, but there are so much positives going on, too. You've gotta stay informed to have the edge! To that end, READ UP!

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

Friends, another topsy turvy week in the markets, but the news in the digital wealth sector just keeps coming.  We're seeing VC dollars trending lower, even while there's more partnerships forming and new product launches.  Innovation always marches forward, and that's especially true in fintech. READ UP!

The past week was herky jerky (I always have to look up the spelling of that) in...