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Advisor Tech Talk (Week of 11/6/24)

Welcome back to another (ANOTHER) busy edition of Advisor Tech Talk, where we give you a rundown of all of the...

Advisor Tech Talk (Week of 10/30/24)

With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...

Advisor Tech Talk (Week of 10/23/24)

Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...

Advisor Tech Talk (Week of 10/16/24)

This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...

Advisor Tech Talk (Week of 10/9/24)

I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...

Advisor Tech Talk (Week of 10/2/24)

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This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.  The biggest...

Advisor Tech Talk (Week of 9/24/24)

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Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...

Advisor Tech Talk (Week of 9/17/24)

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While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

Advisor Tech Talk (Week of 9/10/24)

There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...

Advisor Tech Talk (Week of 9/3/24)

In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...