Advisor Tech Talk

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...

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

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

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