Advisor Tech Talk: 10/5/21

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The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients. 

Advisor Tech Talk: 9/28/21

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Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.

Advisor Tech Talk: 9/21/21

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Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches. 

Advisor Tech Talk: 9/14/21

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Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.

Advisor Tech Talk: 9/7/21 (Summer Wrap Up)

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divestitures, partnerships, cryptocurrency adoption, and more. For each theme, there are multiple headlines to go alongside them, but we’ve narrowed them down to a sampling of where we leave off for the summer and where we will pick up for the fall. 

Advisor Tech Talk (8/31/21)

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Millennials are poised to flock to robo advisors, wealth management platforms are becoming increasingly automated and M&A is afoot in the wealthtech space. 

Advisor Tech Talk (8/24/21)

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The wealthtech hills are alive with hirings, retirings, investments and good ol’ pro bono work.

Advisor Tech Talk (8/17/21)

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If the wealth management space is any indication, the economy is humming along just fine. RIAs are hiring top talent and gearing up for more of a digital push. Let’s dive in. 

Advisor Tech Talk (8/10/21)

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The dog days of summer are winding down, but the wealthtech market segment is just starting to heat up. Let’s dive in and visit news in the sector for the week of 8/10/21.

Advisor Tech Talk (8/3/21)

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Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.