Advisor Tech Talk

There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...

A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.  For example, two big TAMPs,...

Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

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

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...

This week in advisor fintech we have yet more news out of the advice engagement category. Bento Engine announced the launch of...

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.

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

The 10th Annual Smarsh Risk & Compliance Survey, which encompasses 450,000 professionals supporting more than $1.3 trillion in assets under management, emphasizes that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed, with many wealth management firms likely to embrace large populations of remote employees going forward.

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