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...
Advisor Tech Talk (Week of 10/13/25)
Wealth managers are in trouble. Today, the traditional wealth management firm is not built for the financial future of high-net-worth and...
Advisor Tech Talk (Week of 10/6/25)
We may be on the cusp of artificial superintelligence—and that might mean big changes for wealth management.
Welcome to big busy week...
Advisor Tech Talk (Week of 9/29/25)
Remember the robos?
You know, robo-advisors. We don’t seem to talk much about them anymore, but they’re still around, and growing rather...
Advisor Tech Talk (Week of 9/22/25)
People in the U.S. are built differently, when it comes to their relationship with wealth management, anyway.
Welcome to another Advisor Tech...
Advisor Tech Talk (Week of 9/15/25)
Just go ahead and consider the whole world a hot mic.
Welcome to another Advisor Tech Talk, and it was a pretty...
Advisor Tech Talk (Week of 9/8/25)
What a week for wealth management!
Welcome to a big edition of Advisor Tech Talk, because after a huge week in wealth...
Advisor Tech Talk (Week of 9/1/25)
They replaced horses, didn’t they?
Welcome to a post-Labor Day Advisor Tech Talk, where we’re going to run down a solid chunk...
Advisor Tech Talk (Week of 8/25/25)
What if we’re getting the so-called “great wealth transfer” wrong?
Welcome to Advisor Tech Talk where we’re going to run through an...