Advisor Tech Talk (Week of 8/14/23)

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

Advisor Tech Talk (Week of 8/08/23)

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

Advisor Tech Talk (Week of 8/01/23)

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

Advisor Tech Talk (Week of 7/25/23)

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

Advisor Tech Talk (Week of 7/17/23)

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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...

Advisor Tech Talk (Week of 7/10/23)

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

Advisor Tech Talk (Week of 7/5/23)

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Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...

Advisor Tech Talk (Week of 6/28/23)

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This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

Advisor Tech Talk (Week of 6/19/23)

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Are the summer doldrums finally here? Just like the weather in some parts of the world, news in the financial and technology...

Advisor Tech Talk (Week of 6/12/23)

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There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...