Advisor Tech Talk

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

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

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

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

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.  This week brings a mixed bag of advisor...

In today’s wealth technology update, the dis-intermediators are making a splash.  I think most of our readers anticipate—or dread—the day when disintermediating...

Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...