Advisor Tech Talk

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

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. 

Still no summer doldrums in the advisor tech world.   Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...

Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.

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

By Christopher Robbins That was quite a week, wasn’t it? We said goodbye to Queen Elizabeth II, whose 70-year reign was punctuated on...

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

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

By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...

The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients.