Advisor Tech Talk (Week of 4/8/25)

Welcome to another busy week of wealthtech headlines—and despite what’s happening in financial markets around the world in recent days, we...

Advisor Tech Talk (Week of 4/1/25)

It’s been another busy week for wealth management technology, and we’re going to jump in head-first.  But first, we’re going to talk...

Advisor Tech Talk (Week of 3/25/25)

It’s kind of a hard time to be an abbreviation or an acronym.  This week, again, we have a lot to talk...

Advisor Tech Talk (Week of 3/17/25)

Well, it happened again, and it’s becoming difficult not to see this as a pattern—just from an eyeballs perspective, wealthtech news...

Advisor Tech Talk (Week of 3/10/25)

It’s another week, and it’s another very active one for wealthtech—but not as active overall for wealth management as one might...

Advisor Tech Talk (Week of 3/3/25)

It was another very busy week in wealthtech, with a long list of financial advisor technology headlines to report, but it...

Advisor Tech Talk (Week of 2/24/25)

This past week was, relative to the first six weeks of the year, a relatively slow one for wealth management news—but...

Advisor Tech Talk (Week of 2/17/25)

This week’s Advisor Tech Talk has a ton of wealthtech news, including a huge announcement from Morningstar, but first we’d like...

Advisor Tech Talk (Week of 2/12/25)

It was another active week in wealth management news, and wealthtech wasn’t far behind—we once again have a lot to get...

Advisor Tech Talk (Week of 2/5/25)

I’m not exaggerating when I say it was, once again, a busy week in wealthtech, with plenty of juicy headlines to...