Advisor Tech Talk (Week of 12/19/23)
Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...
Advisor Tech Talk (Week of 12/11/23)
It’s not the calm before the storm, it’s really the storm before the calm.
Yes, it’s actually been quite a year for...
Advisor Tech Talk (Week of 12/4/23)
We’re not just howling into the wind when it comes to next generation technology—the future is now.
For financial advisors, reading about...
Advisor Tech Talk (Week of 11/28/23)
It’s all about the apps.
Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...
Advisor Tech Talk (Week of 11/21/23)
In this week’s advisor tech talk, wealth tech executives are on the move.
Competent leaders often play musical chairs with different C-Suite...
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
Advisor Tech Talk (Week of 10/24/23)
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.
First, however, we should give thought...
Advisor Tech Talk (Week of 10/17/23)
You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...