Advisor Tech Talk

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.

There are no summer doldrums for the wealthtech space, as market participants continue to expand through acquisition, hire new talent, upgrade tech and more.

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

The wealthtech space has been abuzz with M&A activity and new hires over the past week.

The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.

Advisortech-focused firms have been busy in the last week raising capital, being crowned as unicorns and fueling consolidation in the space. Here is a roundup of the latest developments.

When Susan Theder of Advisor Group first launched MyCMO in 2017, it was the culmination of a clear vision: Creating a user friendly, integrated platform of digital marketing communications tools for independent financial advisors to adopt for the purposes of winning new clients while engaging with existing relationships.

After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.