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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...
Advisor Tech Talk (Week of 12/18/24)
So much for winding down towards the end of the year—we have as much wealthtech news to cover as ever in...
Advisor Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
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 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...