Advisor Tech Talk (Week of 7/21/25)
What the heck is a niche?
Welcome to another week’s rundown of wealthtech headlines, and we as usual have plenty to get...
Advisor Tech Talk (Week of 7/14/25)
They sound like they’re something out of The Matrix, and some industry observers believe that over the long term they will...
Advisor Tech Talk (Week of 7/7/25)
Ah yes, the mid-year doldrums are upon us with a big slowdown in wealth management news, but technology didn’t get the...
Advisor Tech Talk (Week of 6/30/25)
Imagine, if you will, a world without wealth management, and therefore, without wealth management technology.
Welcome to another Advisor Tech Talk, we...
Advisor Tech Talk (Week of 6/23/25)
Happy summer everyone! It was yet another extremely busy week for advisor technology news, and we have all your wealthtech headlines...
Advisor Tech Talk (Week of 6/16/25)
Wealth management industry awards are mostly hokum, and we all know it.
Welcome to another week’s Advisor Tech Talk, and we’ll get...
Advisor Tech Talk (Week of 6/9/25)
This time on Advisor Tech Talk, we’d like to note what might be the beginning of a summer doldrum.
The news was...
Advisor Tech Talk (Week of 6/2/25)
Hello and welcome to another Advisor Tech Talk, where we run down all the week’s headlines involving wealth management technology providers—and...
Advisor Tech Talk (Week of 5/26/25)
Happy Memorial Day! As someone who worked their way through school in a hospital emergency department, I’m accustomed to at least...
Advisor Tech Talk (Week of 5/19/25)
Yes, it was a busy week in wealthtech, in fact, another week in which advisor technology news seemed to eclipse other...