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...
Advisor Tech Talk (Week of 1/6/26)
Happy New Year and welcome to the first Advisor Tech Talk of 2026!
We don’t know about you, but we’re a good five days into writing...
Advisor Tech Talk (Week of 12/23/25)
‘Tis the season to be merry.
And brief.
Welcome to a surprisingly busy end-of-the-year Advisor Tech Talk. In a period of muted news, wealthtech is...
Advisor Tech Talk (Week of 12/16/25)
The battlelines are drawn and the debate is fully engaged on how to regulate artificial intelligence in the financial industry—and in particular wealth management.
Welcome to Advisor Tech...
Advisor Tech Talk (Week of 12/9/25)
Forget about your leftovers.
There are plenty of fresh wealth management technology headlines to feast on this week. Below you’ll get hefty helpings of news from the philanthropic...