Advisor Tech Talk

Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...

April showers bring May fintech news. Okay, so that stretch of an old proverb doesn’t really fit, but there was truthfully a...

This week in advisor fintech we have yet more news out of the advice engagement category. Bento Engine announced the launch of...

The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...

When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...

There’s a lot to cover in advisor tech news this week, so we’ll get right into it. CapIntel has entered an agreement...

It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we...

Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...

Another week is in the book for advisor tech news, and it was a busy one indeed. Aside from the rescue of...

This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...