Advisor Tech Talk

There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

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

It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

It’s all about the apps.  Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...

In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...