Advisor Tech Talk

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...

Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

Even during a holiday week, there were plenty of wealth management headlines to report.  Sure, Juneteenth is relatively new as a federal...