Advisor Tech Talk (Week of 5/23/23)
Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...
Advisor Tech Talk (Week of 5/16/23)
April showers bring May fintech news.
Okay, so that stretch of an old proverb doesn’t really fit, but there was truthfully a...
Advisor Tech Talk (Week of 5/10/23)
This week in advisor fintech we have yet more news out of the advice engagement category.
Bento Engine announced the launch of...
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
Advisor Tech Talk (Week of 4/25/23)
When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...
Advisor Tech Talk (Week of 4/18/23)
There’s a lot to cover in advisor tech news this week, so we’ll get right into it.
CapIntel has entered an agreement...
Advisor Tech Talk (Week of 4/10/23)
It was another holiday week, but still a busy one in the advisor tech world.
In this week’s Advisor Tech Talk, we...
Advisor Tech Talk (Week of 4/3/23)
Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...
Advisor Tech Talk (Week of 3/27/23)
Another week is in the book for advisor tech news, and it was a busy one indeed.
Aside from the rescue of...
Advisor Tech Talk (Week of 3/22/23)
This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...