Advisor Tech Talk (Week of 7/23/24)
There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...
Advisor Tech Talk (Week of 7/16/24)
What a huge news week. Even in the realm of wealth technology, there was a lot going on.
Of course, the biggest...
Advisor Tech Talk (Week of 7/9/24)
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.
One,...
Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
Advisor Tech Talk (Week of 6/25/24)
Even during a holiday week, there were plenty of wealth management headlines to report.
Sure, Juneteenth is relatively new as a federal...
Advisor Tech Talk (Week of 6/18/24)
It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.
As consumers continue to explore fintech and...
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
Advisor Tech Talk (Week of 5/27/24)
Every time we take a break from talking about the promise of future, we have a chance to discover how the...
Advisor Tech Talk (Week of 5/20/24)
Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...