Advisor Tech Talk

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

This week, advisors are strengthening their lead generation capabilities, looking to fintech and holistic distribution solutions, making acquisitions and more. Meanwhile, it’s getting easier for financial institutions to access cryptocurrencies thanks to tech innovation. 

By Christopher Robbins As a news writer, it frustrates me to no end that...

Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...

What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the...

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

Last week, the Treasury Department announced it was fining Morgan Stanley $60 million over mishandled data center decommissioning back in 2016. The agency said several Morgan Stanley hardware assets still contained customer data after these retired assets reached a recycling station.

It’s ten days until the tax deadline and I haven’t even started. That’s an old...