Advisor Tech Talk (Week of 2/12/25)
It was another active week in wealth management news, and wealthtech wasn’t far behind—we once again have a lot to get...
Advisor Tech Talk (Week of 2/5/25)
I’m not exaggerating when I say it was, once again, a busy week in wealthtech, with plenty of juicy headlines to...
Advisor Tech Talk (Week of 1/29/25)
Hello and welcome to yet another very busy edition of Advisor Tech Talk. Despite a truncated week, due to sifting through...
Advisor Tech Talk (Week of 1/22/25)
What a busy week!
Yes, there are plenty of wealthtech headlines coming your way below, but a lot of huge news in...
Advisor Tech Talk (Week of 1/15/25)
These are generally the leanest weeks of the year for wealthtech news, yet this week in Advisor Tech Talk we have...
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 2
Happy New Year! While wealthtech news does not take a holiday, we definitely do! Thus, this week, we’re going to give...
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 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...