Advisor Tech Talk (6/30/21)

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The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

Advisor Tech Talk (6/9/21)

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The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

Advisor Tech Talk (6/16/21)

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The wealthtech space has been abuzz with M&A activity and new hires over the past week.

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: 9/21/21

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

Advisor Domain: Once More Unto the Cybersecurity Breach

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A weekly update on cybersecurity trends in the wealth management space. We explore the client-adviser relationship over a cybersecurity breach.

Advisor Tech Talk (5/26/21)

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Advisortech-focused firms have been busy in the last week raising capital, being crowned as unicorns and fueling consolidation in the space. Here is a roundup of the latest developments.

Financial Advisor-Focused WealthTech Takes Center Stage Once More

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Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.

Advisor Tech Talk (7/28/21)

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The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.

Research Shows Strong Revenue Growth for Advisors Embracing Digital Marketing During Pandemic

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After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.