Advisor Tech Talk (10/11/22)

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By Christopher Robbins Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...

Advisor Tech Talk (10/4/22)

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By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...

Advisor Tech Talk (9/27/22)

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By Christopher Robbins So much has happened in 2022 that we were almost allowed to forget it is hurricane season in the...

Advisor Tech Talk (9/20/22)

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By Christopher Robbins That was quite a week, wasn’t it? We said goodbye to Queen Elizabeth II, whose 70-year reign was punctuated on...

Advisor Tech Talk (9/13/22)

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By Christopher Robbins The Queen is dead. Long live the King. Anglophiles get a lot of grief in the U.S., and for good...

Advisor Tech Talk (9/7/22)

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By Christopher Robbins People who talk a lot about the good old days forget how easy they have it today. Remember the days...

Advisor Tech Talk (8/30/22)

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By Christopher Robbins Do we focus too much on the little guy? I know that early on in my tenure writing about financial...

Advisor Tech Talk (8/23/22)

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By Christopher Robbins I splurged recently. Wait a minute, let’s start over. I splurge all the time. I love going to record stores...

Advisor Tech Talk (8/16/22)

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By Christopher Robbins How complex is too complex? It’s a question I ask myself with increasing regularity lately as I partake in a...

Advisor Tech Talk (8/10/22)

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By Christopher Robbins Are we or aren’t we in a recession? The lack of clarity and consensus is one...