Advisor Tech Talk (Week of 2/14/23)
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)
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)
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)
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)
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)
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)
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)
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)
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)
By Chris Robbins
For the week before the Thanksgiving holiday, there was a lot going on in advisor technology.
Notably, Fidelity Institutional added...