Advisor Tech Talk (Week of 11/14/23)

0
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...

Advisor Tech Talk (1/24/23)

0
Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...

Advisor Tech Talk (10/4/22)

0
By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...

Advisor Tech Talk (Week of 3/22/23)

0
This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...

Advisor Tech Talk (12/6/22)

0
By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...

Advisor Tech Talk (6/16/21)

0
The wealthtech space has been abuzz with M&A activity and new hires over the past week.

Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

Advisor Tech Talk (Week of 3/04/24)

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

2023 | Advisor Tech Talk-Year in Review, Part 1

0
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

Advisor Tech Talk (Week of 6/19/23)

0
Are the summer doldrums finally here? Just like the weather in some parts of the world, news in the financial and technology...