Advisor Tech Talk (Week of 1/29/25)
Hello and welcome to yet another very busy edition of Advisor Tech Talk. Despite a truncated week, due to sifting through...
Advisor Tech Talk (Week of 1/22/25)
What a busy week!
Yes, there are plenty of wealthtech headlines coming your way below, but a lot of huge news in...
Advisor Tech Talk (Week of 1/15/25)
These are generally the leanest weeks of the year for wealthtech news, yet this week in Advisor Tech Talk we have...
Advisor Tech Talk (Week of 1/8/25)
Happy New Year, everyone. After a couple of “light” weeks of covering the biggest and best to come out of wealthtech...
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...