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Advisor Tech Talk (Week of 5/13/24)

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

Advisor Tech Talk (Week of 5/6/24)

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

Advisor Tech Talk (Week of 4/29/24)

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Advisor Tech Talk (Week of 4/22/24)

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Advisor Tech Talk (Week of 4/15/24)

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Advisor Tech Talk (Week of 4/8/24)

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

Advisor Tech Talk (Week of 4/1/24)

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

Advisor Tech Talk (Week of 3/18/24)

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

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...