Advisor Tech Talk (Week of 3/17/26)
AI is officially a sine qua non for the wealth management tech stack—but where should we put it?
Welcome to an extra-busy...
Advisor Tech Talk (Week of 3/10/26)
We always start out Advisor Tech Talk with a lead, and then tell you what a busy week it was.
Welcome to another Advisor...
Advisor Tech Talk (Week of 3/3/26)
Most financial advisors need to periodically earn continuing education (CE) credits to keep their professional marks and certifications current. For most designations, earning CE credits doesn’t really mean that...
Advisor Tech Talk (Week of 2/24/26)
As Mother Nature dumps a ton of snow on the northeastern urban corridor, we’d like to ask whether we’re a little bit out over our skis...
Advisor Tech Talk (Week of 2/17/26)
Do we have your attention now?
It was a huge week for financial advisor technology, we have the headlines below, but we need...
Advisor Tech Talk (Week of 2/10/26)
It’s ironic that we write about technology, as we’re kind of a luddite.
Welcome to a big Advisor Tech Talk—not big in the sense of a...
Advisor Tech Talk (Week of 2/3/26)
It appears that the wealth management industry’s verdict on artificial intelligence is at least partially in.
Welcome to another Advisor Tech Talk,...
Advisor Tech Talk (Week of 1/27/26)
It seems like we’ve been talking a lot about wealthtech for a long time—and when we started, the only people really regularly talking about wealth management technology...
Advisor Tech Talk (Week of 1/20/26)
Wealthtech is robbing financial advisors of the value of their expertise and experience, leading wealth managers to retreat towards managing and maintaining relationships with client households.
Is the financial services client relationship,...
Advisor Tech Talk (Week of 1/13/26)
What a difference a week makes.
If you were with us last week—and we forgive you if you weren’t--you were treated to a...