Advisor Tech Talk (Week of 10/09/23)
This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.
Edelman Financial Engines and...
Advisor Tech Talk (Week of 10/02/23)
There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...
Advisor Tech Talk (Week of 9/25/23)
Football is last week’s news: Conference season is upon us!
In this week’s advisor technology headlines, we have a bevy of conference...
Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...
Advisor Tech Talk (Week of 8/28/23)
Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.
To get us...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
Advisor Tech Talk (Week of 8/14/23)
This week in advisor tech headlines, we have a bevy of AI-infused briefs.
While the traditional wealth tech industry seemingly took a...
Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...