Advisor Tech Talk (Week of 7/27/26)
Reality bites. Wealthtech is much more interesting!
We’re coming down to earth after a second (!) summer vacation, this one spent with dear family...
Advisor Tech Talk (Week of 7/20/26)
It’s always nice when financial advisor technology surprises us—and it certainly did so this week.
See, we’re in what we consider the...
Advisor Tech Talk (Week of 7/13/26)
As we write this on a mid-July morning in 2026, it is clear to us that technology is redefining, not replacing,...
Advisor Tech Talk (Week of 7/6/26)
Borrowing some notorious investor words, it’s always different this time around, but it’s never really all that different.
We say that because...
Advisor Tech Talk (Week of 6/29/26)
Happy birthday!
We’re writing this on our spouse’s birthday (she’s sleeping in), but it works just as well to say a happy early...
Advisor Tech Talk (Week of 6/22/26)
For the love of God and all things holy, please don’t stop taking notes.
Welcome to another Advisor Tech Talk, a pleasantly plump early...
Advisor Tech Talk (Week of 6/15/26)
People! It is so good to be back!
Welcome to a full, complete, hand-written, fresher-than-the-fish-we-were-eating-last-week Advisor Tech Talk, the first one of...
Advisor Tech Talk (Week of 6/8/26)
Hello, friends, welcome to a holiday week- and vacation-truncated Advisor Tech Talk, where we will run down all of the recent financial advisor...
Advisor Tech Talk (Week of 6/1/26)
Hello, friends, welcome to a holiday week- and vacation-truncated Advisor Tech Talk, where we will run down all of the recent financial advisor...
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...