Advisor Tech Talk (Week of 12/2/25)
I love my family’s wealth manager—but they might not be my family’s wealth manager for the long haul.
And wealthtech is part of the...
Advisor Tech Talk (Week of 11/25/25)
Nostalgia is big business, but it won’t work for every part of the economy—particularly the financial services industry.
Welcome to a Thanksgiving-week Advisor Tech Talk, and...
Advisor Tech Talk (Week of 11/17/25)
The days are awfully short, and so is the wealth management industry news.
It’s just that time of year.
Welcome to another Advisor Tech Talk,...
Advisor Tech Talk (Week of 11/12/25)
AI is going to make us all clean up our acts. Wealth managers included.
Welcome to another strong edition of Advisor Tech...
Advisor Tech Talk (Week of 11/3/25)
So you want to know more about wealthtech.
Where do you go?
More importantly, you want to get word out about your new and growing wealthtech product.
How...
Advisor Tech Talk (Week of 10/27/25)
Less than 10 weeks remain in the year, and wealthtech news remains on a tear. Wealth management, not so much.
Welcome to another Advisor Tech Talk, where we’re going to run down...
Advisor Tech Talk (Week of 10/20/25)
The moats and walls of traditional wealth management are crumbling, and technology is jumping into the breach.
Welcome to another Advisor Tech...
Advisor Tech Talk (Week of 10/13/25)
Wealth managers are in trouble. Today, the traditional wealth management firm is not built for the financial future of high-net-worth and...
Advisor Tech Talk (Week of 10/6/25)
We may be on the cusp of artificial superintelligence—and that might mean big changes for wealth management.
Welcome to big busy week...
Advisor Tech Talk (Week of 9/29/25)
Remember the robos?
You know, robo-advisors. We don’t seem to talk much about them anymore, but they’re still around, and growing rather...