Advisor Tech Talk (Week of 2/27/24)
Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.
This week brings a mixed bag of advisor...
Advisor Tech Talk (Week of 2/20/24)
In today’s wealth technology update, the dis-intermediators are making a splash.
I think most of our readers anticipate—or dread—the day when disintermediating...
Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...
Advisor Tech Talk (Week of 2/6/24)
It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.
In this week’s Advisor Tech...
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
Advisor Tech Talk (Week of 1/15/24)
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
2023 | Advisor Tech Talk-Year in Review, Part 2
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
2023 | Advisor Tech Talk-Year in Review, Part 1
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...