Advisor Tech Talk

Garrett Baldwin's Weekly Take on Cybersecurity in Wealth Management

M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors.  

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. 

As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving. 

By Christopher Robbins Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...

There’s a lot to cover in advisor tech news this week, so we’ll get right into it. CapIntel has entered an agreement...

A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Advisors are partnering up to harness each other’s strengths and capabilities. Crypto has muscled its way into the retirement conversation. And artificial intelligence is making it easier than ever for advisors to connect with prospects.