Advisor Tech Talk

The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...

Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

This week in advisor tech headlines, we have a bevy of AI-infused briefs.  While the traditional wealth tech industry seemingly took a...

We’ve notched another big, busy week in the advisor tech space.  Perhaps the most interesting headline is that Tyrone Ross, an outspoken...

It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

Still no summer doldrums in the advisor tech world.   Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...

A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.  For example, two big TAMPs,...