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Advisor Tech Talk (Week of 2/14/23)

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Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

Advisor Tech Talk (2/9/23)

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As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...

Advisor Tech Talk (2/1/23)

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

Advisor Tech Talk (1/24/23)

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Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...

Advisor Tech Talk (1/17/23)

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The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...

Advisor Tech Talk (1/10/23)

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

Advisor Tech Talk (12/20/22)

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By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

Advisor Tech Talk (12/13/22)

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By Chris Robbins There were a number of important advisor technology announcements this week ahead of the end-of-year holidays. Carefull announced that it...

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...

Advisor Tech Talk (11/29/22)

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By Chris Robbins For the week before the Thanksgiving holiday, there was a lot going on in advisor technology. Notably, Fidelity Institutional added...