Advisor Tech Talk (Week of 11/14/23)
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)
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)
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)
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)
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)
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
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)
Are the summer doldrums finally here?
Just like the weather in some parts of the world, news in the financial and technology...