Advisor Tech Talk (Week of 5/26/26)
Happy Memorial Day, wealthtech readers!
Welcome to our latest edition of Advisor Tech Talk, where we might say it was a bit of a...
Advisor Tech Talk (Week of 5/19/26)
As much as we think about the future, with all the foresight we aspire to, there's always the possibility that the wealth management...
Advisor Tech Talk (Week of 5/12/26)
To work in an age of ultra-disruptive technology is to embrace a future of above average uncertainty.
AI might just come in and...
Advisor Tech Talk (Week of 5/5/26)
Are we Rebels, or are we just more storm troopers for an evil Empire?
Welcome to another Advisor Tech Talk, where we’re sitting down to round up the...
Advisor Tech Talk (Week of 4/28/26)
We say it a lot, but boy, was it a busy week for wealthtech. We hope you enjoy this edition of...
Advisor Tech Talk (Week of 4/21/26)
If finance were one of Jim Henson’s Muppets, it would be Sam the Eagle.
It’s ironic that the financial services industry, and wealth management...
Advisor Tech Talk (Week of 4/14/26)
Mark Twain is credited as saying “History doesn’t repeat itself, but it rhymes.”
He probably didn't say that, and whoever did say...
Advisor Tech Talk (Week of 4/7/26)
We know we’re about 42 days too late, but as the Cajuns love to say, “Laissez les bons temps rouler!”
Welcome to Advisor Tech Talk, where we’re letting the good times roll—until...
Advisor Tech Talk (Week of 3/31/26)
“That’s what I do: I drink and I know things.” - Tyrion Lannister, A Game of Thrones.
Welcome to another Advisor Tech Talk, where...
Advisor Tech Talk (Week of 3/24/26)
Content, content everywhere, but not a word is read. Heck, you’re probably not even reading this.
We’ll keep writing anyway, because there’s a lot of advisor technology news to cover...