Advisor Tech Talk

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

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...

Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...