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,...
Advisor Tech Talk (Week of 11/12/25)
AI is going to make us all clean up our acts. Wealth managers included.
Welcome to another strong edition of Advisor Tech...
Advisor Tech Talk (Week of 11/3/25)
So you want to know more about wealthtech.
Where do you go?
More importantly, you want to get word out about your new and growing wealthtech product.
How...
Advisor Tech Talk (Week of 10/27/25)
Less than 10 weeks remain in the year, and wealthtech news remains on a tear. Wealth management, not so much.
Welcome to another Advisor Tech Talk, where we’re going to run down...
Advisor Tech Talk (Week of 10/20/25)
The moats and walls of traditional wealth management are crumbling, and technology is jumping into the breach.
Welcome to another Advisor Tech...