Advisor Tech Talk (Week of 1/27/26)
It seems like we’ve been talking a lot about wealthtech for a long time—and when we started, the only people really regularly talking about wealth management technology...
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 1/13/26)
What a difference a week makes.
If you were with us last week—and we forgive you if you weren’t--you were treated to a...
Advisor Tech Talk (Week of 1/6/26)
Happy New Year and welcome to the first Advisor Tech Talk of 2026!
We don’t know about you, but we’re a good five days into writing...
Advisor Tech Talk (Week of 12/23/25)
‘Tis the season to be merry.
And brief.
Welcome to a surprisingly busy end-of-the-year Advisor Tech Talk. In a period of muted news, wealthtech is...
Advisor Tech Talk (Week of 12/16/25)
The battlelines are drawn and the debate is fully engaged on how to regulate artificial intelligence in the financial industry—and in particular wealth management.
Welcome to Advisor Tech...
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 12/2/25)
I love my family’s wealth manager—but they might not be my family’s wealth manager for the long haul.
And wealthtech is part of the...
Advisor Tech Talk (Week of 11/25/25)
Nostalgia is big business, but it won’t work for every part of the economy—particularly the financial services industry.
Welcome to a Thanksgiving-week Advisor Tech Talk, and...
Advisor Tech Talk (Week of 11/17/25)
The days are awfully short, and so is the wealth management industry news.
It’s just that time of year.
Welcome to another Advisor Tech Talk,...