Advisor Tech Talk

By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.  

Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.

After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.

Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

By Christopher Robbins Look. Out. Below. If you own stocks, bonds or...

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

BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...

When Susan Theder of Advisor Group first launched MyCMO in 2017, it was the culmination of a clear vision: Creating a user friendly, integrated platform of digital marketing communications tools for independent financial advisors to adopt for the purposes of winning new clients while engaging with existing relationships.