Advisor Tech Talk

This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

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

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.  This week brings a mixed bag of advisor...

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

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