Advisor Tech Talk

My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...

Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

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

I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...

Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...

Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.

This week, there were several impactful news items in the digital assets space—none qualify as the most groundbreaking news of the year, but all speak to the growing acceptance of cryptocurrencies and blockchain technology as central to the future of finance and fintech.

As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.

Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.