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Advisor Tech Talk (Week of 2/10/26)
It’s ironic that we write about technology, as we’re kind of a luddite.
Welcome to a big Advisor Tech Talk—not big in the sense of a...
Advisor Tech Talk (Week of 1/20/26)
Wealthtech is robbing financial advisors of the value of their expertise and experience, leading wealth managers to retreat towards managing and maintaining relationships with client households.
Is the financial services client relationship,...
Advisor Tech Talk (Week of 12/9/25)
Forget about your leftovers.
There are plenty of fresh wealth management technology headlines to feast on this week. Below you’ll get hefty helpings of news from the philanthropic...
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...
DWN Publisher Notes For 7/16/25
Friends, this week we cover major crypto bills advancing in the House, a breakdown of 3D generative AI for finance, and how data fragmentation is still costing firms millions. Plus, our latest roundup of top VC fintech deals and AI headliness...READ UP!
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 5/13/25)
Welcome to another Advisor Tech Talk, friends, where we mark another week where wealthtech outpaced the greater wealth management industry when...
DWN Publisher Notes For 1/7/25
Friends, pure chaos here as our CEO ended up in the ICU with pneumonia earlier this week. Meanwhile, the show much go on and we have more great original content and news from our world-class editorial team for our readers this week...READ UP!
Advisor Tech Talk (Week of 1/8/25)
Happy New Year, everyone. After a couple of “light” weeks of covering the biggest and best to come out of wealthtech...
Advisor Tech Talk: Top Stories of 2024, Part 1
Ho! Ho! Ho! While wealthtech news does not take a holiday, we definitely do! Thus, this week, we’re going to give...