Advisor Tech Talk

Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

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. 

For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...

Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...

It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we...

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

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

By Christopher Robbins I’ve recently come into a bit of a windfall, in a...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...