Advisor Tech Talk (5/10/22)
By Christopher Robbins
Look. Out. Below.
If you own stocks, bonds or...
Advisor Tech Talk (5/3/22)
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)
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)
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)
Have we reached peak fintech?
Last week was full of fintech and wealthtech headlines, but...
Advisor Tech Talk (4/5/22)
It’s ten days until the tax deadline and I haven’t even started.
That’s an old...
Advisor Tech Talk (3/29/22)
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)
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)
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)
Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.