Advisor Tech Talk (6/9/21)
The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.
Advisor Tech Talk (4/12/22)
Have we reached peak fintech?
Last week was full of fintech and wealthtech headlines, but...
Advisor Tech Talk (3/22/22)
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.
Advisor Tech Talk: 1/4/22
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.
Advisor Tech Talk: 2/1/22
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.
Advisor Domain: Heed the Warning, Don’t Be a Statistic
Garrett Baldwin's Weekly Take on Cybersecurity in Wealth Management
Advisor Tech Talk (3/15/22)
Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...
Advisor Tech Talk (5/31/22)
By Christopher Robbins
There are several different aphorisms attributed to various philosophers that all...
Advisor Tech Talk: 1/18/22
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.
Advisor Tech Talk (7/5/22)
By Christopher Robbins
A belated happy Independence Day!
There’s nothing like...