Advisor Tech Talk: 11/30/21
RIAs are making an expansion push in the final stretch of the year. Financial advisors shared their preferences for a digital wealth platform. And an opportunity to take a masterclass has emerged.
Advisor Tech Talk: 11/23/21
The broader financial advisor community has been adding tech talent, launching new products and going digital.
Advisor Tech Talk: 11/16/21
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.
Advisor Tech Talk: 11/9/21
The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.
Advisor Tech Talk: 11/2/21
Major financial firms Franklin Templeton and Charles Schwab are in the mix this week. Sequoia is morphing into an RIA. And a wealth management-focused fintech firm is inching closer to unicorn status.
Advisor Tech Talk: 10/26/21
M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors.
Advisor Tech Talk: 10/19/21
Now that a bitcoin ETF is in the mix, the competition is already heating up. One firm has made it easier for RIAs to access bitcoin and other cryptocurrencies. And wealthtech firms are continuing their push toward automation.
Advisor Tech Talk: 10/12/21
Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.
Advisor Tech Talk: 10/5/21
The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients.
Advisor Tech Talk: 9/28/21
Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.