Advisor Tech Talk (Week of 9/24/24)

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Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...

Advisor Tech Talk (Week of 9/17/24)

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While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

Advisor Tech Talk (Week of 9/10/24)

There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...

Advisor Tech Talk (Week of 9/3/24)

In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

Advisor Tech Talk (Week of 8/28/24)

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...

Advisor Tech Talk (Week of 8/21/24)

Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...

Advisor Tech Talk (Week of 8/14/24)

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

Advisor Tech Talk (Week of 8/6/24)

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

Advisor Tech Talk (Week of 7/30/24)

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

Advisor Tech Talk (Week of 7/23/24)

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...