Advisor Tech Talk (Week of 9/1/25)
They replaced horses, didn’t they?
Welcome to a post-Labor Day Advisor Tech Talk, where we’re going to run down a solid chunk...
Advisor Tech Talk (Week of 8/25/25)
What if we’re getting the so-called “great wealth transfer” wrong?
Welcome to Advisor Tech Talk where we’re going to run through an...
Advisor Tech Talk (Week of 8/18/25)
I saw an ETF once when I was a kid, and now they’re everywhere.
Of course, that’s a reworking of a classic...
Advisor Tech Talk (Week of 8/11/25)
The end of web-driven digital media as we know it is nigh, and what the internet looks like in five years...
Advisor Tech Talk (Week of 8/4/25)
What the heck are we writing about, anyway?
Welcome to Advisor Tech Talk, everyone, where we have a nice summer set of...
Advisor Tech Talk (Week of 7/28/25)
I came of age in the era of alternative music, and now I’m muddling through my middle age years in the...
Advisor Tech Talk (Week of 7/21/25)
What the heck is a niche?
Welcome to another week’s rundown of wealthtech headlines, and we as usual have plenty to get...
Advisor Tech Talk (Week of 7/14/25)
They sound like they’re something out of The Matrix, and some industry observers believe that over the long term they will...
Advisor Tech Talk (Week of 7/7/25)
Ah yes, the mid-year doldrums are upon us with a big slowdown in wealth management news, but technology didn’t get the...
Advisor Tech Talk (Week of 6/30/25)
Imagine, if you will, a world without wealth management, and therefore, without wealth management technology.
Welcome to another Advisor Tech Talk, we...