Advisor Tech Talk (1/10/23)
Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...
Advisor Tech Talk (12/20/22)
By Chris Robbins
This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape.
Morningstar is...
Advisor Tech Talk (12/13/22)
By Chris Robbins
There were a number of important advisor technology announcements this week ahead of the end-of-year holidays.
Carefull announced that it...
Advisor Tech Talk (12/6/22)
By Chris Robbins
Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX.
Compliance tech Smarsh...
Advisor Tech Talk (11/29/22)
By Chris Robbins
For the week before the Thanksgiving holiday, there was a lot going on in advisor technology.
Notably, Fidelity Institutional added...
Advisor Tech Talk (11/15/22)
By Chris Robbins
As we approach the holiday lull in news announcements, we had a busy week in advisor tech news.
Skience is...
Advisor Tech Talk (11/8/22)
By Chris Robbins
This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...
Advisor Tech Talk (11/1/22)
By Cindy Taylor
Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...
Advisor Tech Talk (10/25/22)
By Cindy Taylor
Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...
Advisor Tech Talk (10/18/22)
By Cindy Taylor
Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...