Advisor Tech Talk (Week of 9/14/26)
Wealthtech got right down to business after Labor Day.
We know it's not a very creative way to kick off this Advisor...
Advisor Tech Talk (Week of 9/7/26)
Goodbye, summer doldrums.
Wealthtech didn't just stay hot through the whole season, it evolved.
In the early days of Advisor Tech Talk (welcome,...
Advisor Tech Talk (Week of 8/31/26)
We thought this would be a slow week.
We were wrong. Technology (still) doesn't have slow weeks.
Welcome to Advisor Tech Talk, where...
Advisor Tech Talk (Week of 8/24/26)
Technology should make financial advice more abundant and more accessible.
It might not make wealth management any cheaper—particularly from the client perspective.
Welcome...
Advisor Tech Talk (Week of 8/17/26)
AI for me, but not for thee.
That’s the message we’re receiving right now in financial services.
Welcome to another week where wealthtech...
Advisor Tech Talk (Week of 8/10/26)
Hey folks, stop us if you’ve heard this one, but it was another busy week...
Wait a minute, no, it wasn’t such a busy week in...
Advisor Tech Talk (Week of 8/3/26)
The elephant in the wealthtech room just got a little heavier.
Yep, we’re talking about AI once again here in Advisor Tech Talk, with...
Advisor Tech Talk (Week of 7/27/26)
Reality bites. Wealthtech is much more interesting!
We’re coming down to earth after a second (!) summer vacation, this one spent with dear family...
Advisor Tech Talk (Week of 7/20/26)
It’s always nice when financial advisor technology surprises us—and it certainly did so this week.
See, we’re in what we consider the...
Advisor Tech Talk (Week of 7/13/26)
As we write this on a mid-July morning in 2026, it is clear to us that technology is redefining, not replacing,...