Advisor Tech Talk (5/10/22)

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By Christopher Robbins Look. Out. Below. If you own stocks, bonds or...

Advisor Tech Talk (5/3/22)

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Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...

Advisor Tech Talk (4/26/22)

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It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...

Advisor Tech Talk (4/19/22)

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My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...

Advisor Tech Talk (4/12/22)

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Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

Advisor Tech Talk (4/5/22)

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It’s ten days until the tax deadline and I haven’t even started. That’s an old...

Advisor Tech Talk (3/29/22)

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I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...

Advisor Tech Talk (3/22/22)

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Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

Advisor Tech Talk (3/15/22)

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Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...

Advisor Tech Talk (3/8/22)

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Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.