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...
Advisor Tech Talk (Week of 5/6/25)
Here we are, celebrating another big week of wealth management technology headlines in Advisor Tech Talk, at what may be an...
Advisor Tech Talk (Week of 4/29/25)
It was once again a busy week.
Oh, not just in wealthtech or wealth management, we just wrapped up spring break around...
Advisor Tech Talk (Week of 4/22/25)
Holiday weeks haven’t felt much like holiday weeks lately—in the publishing business, where we’re almost never off, holidays are often much...
Advisor Tech Talk (Week of 4/14/25)
The wealth management world thrummed with activity this week, and it wasn’t just because of the topsy-turvy markets. This time around...
Advisor Tech Talk (Week of 4/8/25)
Welcome to another busy week of wealthtech headlines—and despite what’s happening in financial markets around the world in recent days, we...
Advisor Tech Talk (Week of 4/1/25)
It’s been another busy week for wealth management technology, and we’re going to jump in head-first.
But first, we’re going to talk...
Advisor Tech Talk (Week of 3/25/25)
It’s kind of a hard time to be an abbreviation or an acronym.
This week, again, we have a lot to talk...
Advisor Tech Talk (Week of 3/17/25)
Well, it happened again, and it’s becoming difficult not to see this as a pattern—just from an eyeballs perspective, wealthtech news...
Advisor Tech Talk (Week of 3/10/25)
It’s another week, and it’s another very active one for wealthtech—but not as active overall for wealth management as one might...