Advisor Tech Talk: Top Stories of 2024, Part 2
Happy New Year! While wealthtech news does not take a holiday, we definitely do! Thus, this week, we’re going to give...
Advisor Tech Talk: Top Stories of 2024, Part 1
Ho! Ho! Ho! While wealthtech news does not take a holiday, we definitely do! Thus, this week, we’re going to give...
Advisor Tech Talk (Week of 12/18/24)
So much for winding down towards the end of the year—we have as much wealthtech news to cover as ever in...
Advisor Tech Talk (Week of 12/11/24)
Greetings, friends, and welcome to another Advisor Tech Talk—and don’t stop me if you’ve heard this one before—it's a busy week...
Advisor Tech Talk (Week of 12/4/24)
While we had plenty of wealthtech headlines to share with you last week, the Thanksgiving holiday has served to reduce the...
Advisor Tech Talk (Week of 11/27/24)
Well, it finally happened, which means this week in Advisor Tech Talk we’re going to have to talk about it: Robinhood...
Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
Advisor Tech Talk (Week of 11/13/24)
After what seems like an endless stream of weeks in which we extolled how busy and active the wealthtech sector was,...
Advisor Tech Talk (Week of 11/6/24)
Welcome back to another (ANOTHER) busy edition of Advisor Tech Talk, where we give you a rundown of all of the...
Advisor Tech Talk (Week of 10/30/24)
With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...