Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
Advisor Tech Talk (Week of 7/25/23)
This week in advisor tech news we have a trio of major partnerships leading the way.
The first is that financial wellness...
Advisor Tech Talk (Week of 7/17/23)
Still no summer doldrums in the advisor tech world.
Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...
Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...
Advisor Tech Talk (Week of 7/5/23)
Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...
Advisor Tech Talk (Week of 6/28/23)
This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...
Advisor Tech Talk (Week of 6/19/23)
Are the summer doldrums finally here?
Just like the weather in some parts of the world, news in the financial and technology...
Advisor Tech Talk (Week of 6/12/23)
There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...
Advisor Tech Talk (Week of 6/6/23)
A lot of people took a holiday last week due to the Memorial Day-shortened work schedule.
The news did not.
There was a...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...