Advisor Tech Talk (Week of 3/11/24)

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

Advisor Tech Talk (Week of 3/04/24)

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

Advisor Tech Talk (Week of 2/27/24)

Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.  This week brings a mixed bag of advisor...

Advisor Tech Talk (Week of 2/20/24)

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In today’s wealth technology update, the dis-intermediators are making a splash.  I think most of our readers anticipate—or dread—the day when disintermediating...

Advisor Tech Talk (Week of 2/13/24)

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Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

Advisor Tech Talk (Week of 2/6/24)

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It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

Advisor Tech Talk (Week of 1/23/24)

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There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

Advisor Tech Talk (Week of 1/15/24)

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We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

Advisor Tech Talk (Week of 1/8/24)

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Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...