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...
Advisor Tech Talk (Week of 3/3/25)
It was another very busy week in wealthtech, with a long list of financial advisor technology headlines to report, but it...
Advisor Tech Talk (Week of 2/24/25)
This past week was, relative to the first six weeks of the year, a relatively slow one for wealth management news—but...
Advisor Tech Talk (Week of 2/17/25)
This week’s Advisor Tech Talk has a ton of wealthtech news, including a huge announcement from Morningstar, but first we’d like...
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...