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...
Advisor Tech Talk (Week of 3/14/23)
The world’s eyes might be on the banking industry, with the sudden failure of Silicon Valley Bank, but there were other...
Advisor Tech Talk (Week of 3/7/23)
While it wasn’t the busiest week in advisor tech news, there were a few announcements with major repercussions for the financial...
Advisor Tech Talk (Week of 2/28/23)
What a busy week in advisor technology news, with a lot of important headlines to share.
Perhaps no story was more important...
Advisor Tech Talk (Week of 2/21/23)
In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...
Advisor Tech Talk (Week of 2/14/23)
Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced.
In...
Advisor Tech Talk (2/9/23)
As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...
Advisor Tech Talk (2/1/23)
What's the state of the wealthtech industry thus far in 2023?
I got off a call earlier today with two of the...
Advisor Tech Talk (1/24/23)
Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...
Advisor Tech Talk (1/17/23)
The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...