Advisor Tech Talk

The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

Advisors and wealth managers have set their sights on growth in 2022 across carve-outs, hiring, product innovation, and education. Meanwhile, one of the world’s largest asset managers has suffered a tech failure, leaving customers unable to access their accounts when they needed to the most. Below is a roundup of the latest press releases. 

The wealthtech space is increasingly embracing AI and ML. Major banks are making fintech a priority in the new year. Advisors are looking to tech to help investors grow their wealth in the current market environment. 

Garrett Baldwin's Weekly Take on Cybersecurity in Wealth Management

Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...

By Christopher Robbins There are several different aphorisms attributed to various philosophers that all...

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

By Christopher Robbins A belated happy Independence Day! There’s nothing like...