Advisor Tech Talk (Week of 8/24/26)
Technology should make financial advice more abundant and more accessible.
It might not make wealth management any cheaper—particularly from the client perspective.
Welcome...
Advisor Tech Talk (Week of 8/17/26)
AI for me, but not for thee.
That’s the message we’re receiving right now in financial services.
Welcome to another week where wealthtech...
Advisor Tech Talk (Week of 8/10/26)
Hey folks, stop us if you’ve heard this one, but it was another busy week...
Wait a minute, no, it wasn’t such a busy week in...
Advisor Tech Talk (Week of 8/3/26)
The elephant in the wealthtech room just got a little heavier.
Yep, we’re talking about AI once again here in Advisor Tech Talk, with...
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...