Advisor Tech Talk (Week of 10/2/24)
This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.
The biggest...
Advisor Tech Talk (Week of 9/24/24)
Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...
Advisor Tech Talk (Week of 9/10/24)
There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...
Advisor Tech Talk (Week of 9/3/24)
In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...
Advisor Tech Talk (Week of 8/28/24)
Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...
Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
Advisor Tech Talk (Week of 8/14/24)
Summer is winding down, but the wealthtech news feels like it’s winding up.
2024 may go down as the year without a...
Advisor Tech Talk (Week of 8/6/24)
We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...
Advisor Tech Talk (Week of 7/30/24)
Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...