Advisor Tech Talk (Week of 6/19/23)

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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)

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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)

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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)

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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)

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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)

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By Christopher Robbins Values-based investing is having an interesting moment in mid-2022.

Advisor Tech Talk (Week of 12/19/23)

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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)

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By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...