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...
Advisor Tech Talk (Week of 3/17/26)
AI is officially a sine qua non for the wealth management tech stack—but where should we put it?
Welcome to an extra-busy...
Advisor Tech Talk (Week of 3/10/26)
We always start out Advisor Tech Talk with a lead, and then tell you what a busy week it was.
Welcome to another Advisor...
Advisor Tech Talk (Week of 3/3/26)
Most financial advisors need to periodically earn continuing education (CE) credits to keep their professional marks and certifications current. For most designations, earning CE credits doesn’t really mean that...
Advisor Tech Talk (Week of 2/24/26)
As Mother Nature dumps a ton of snow on the northeastern urban corridor, we’d like to ask whether we’re a little bit out over our skis...