Advisor Tech Talk (Week of 6/19/23)
Are the summer doldrums finally here?
Just like the weather in some parts of the world, news in the financial and technology...
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
Advisor Tech Talk (6/2/21)
AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.
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 (7/5/22)
By Christopher Robbins
A belated happy Independence Day!
There’s nothing like...
Advisor Tech Talk (Week of 6/25/24)
Even during a holiday week, there were plenty of wealth management headlines to report.
Sure, Juneteenth is relatively new as a federal...
Advisor Tech Talk (Week of 3/04/24)
News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...
Advisor Tech Talk (6/28/22)
By Christopher Robbins
Values-based investing is having an interesting moment in mid-2022.
Advisor Tech Talk (Week of 12/19/23)
Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...
Advisor Tech Talk (12/6/22)
By Chris Robbins
Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX.
Compliance tech Smarsh...