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...
Advisor Tech Talk (Week of 8/18/25)
I saw an ETF once when I was a kid, and now they’re everywhere.
Of course, that’s a reworking of a classic...
Advisor Tech Talk (Week of 8/11/25)
The end of web-driven digital media as we know it is nigh, and what the internet looks like in five years...
Advisor Tech Talk (Week of 8/4/25)
What the heck are we writing about, anyway?
Welcome to Advisor Tech Talk, everyone, where we have a nice summer set of...
Advisor Tech Talk (Week of 7/28/25)
I came of age in the era of alternative music, and now I’m muddling through my middle age years in the...
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...