Advisor Tech Talk (10/25/22)
By Cindy Taylor
Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...
Advisor Tech Talk (10/18/22)
By Cindy Taylor
Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...
Advisor Tech Talk (10/11/22)
By Christopher Robbins
Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...
Advisor Tech Talk (10/4/22)
By Christopher Robbins
This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...
Advisor Tech Talk (9/27/22)
By Christopher Robbins
So much has happened in 2022 that we were almost allowed to forget it is hurricane season in the...
Advisor Tech Talk (9/20/22)
By Christopher Robbins
That was quite a week, wasn’t it?
We said goodbye to Queen Elizabeth II, whose 70-year reign was punctuated on...
Advisor Tech Talk (9/13/22)
By Christopher Robbins
The Queen is dead. Long live the King.
Anglophiles get a lot of grief in the U.S., and for good...
Advisor Tech Talk (9/7/22)
By Christopher Robbins
People who talk a lot about the good old days forget how easy they have it today.
Remember the days...
Advisor Tech Talk (8/30/22)
By Christopher Robbins
Do we focus too much on the little guy?
I know that early on in my tenure writing about financial...
Advisor Tech Talk (8/23/22)
By Christopher Robbins
I splurged recently.
Wait a minute, let’s start over. I splurge all the time. I love going to record stores...