Advisor Tech Talk

Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.

Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

By Christopher Robbins I’m still an optimist To borrow a bit from...

The wealthtech segment is saying goodbye to 2021 in style, raising capital, expanding teams, adding assets, and delivering shiny tech offerings for advisors. This year, crypto providers have increasingly made their way onto the landscape, paving the way for advisors to make the leap to digital assets. 

The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients. 

The broader financial advisor community has been adding tech talent, launching new products and going digital.  

By Christopher Robbins As an older Millennial, I love my technology.

By Christopher Robbins That was quite a week, wasn’t it? We said goodbye to Queen Elizabeth II, whose 70-year reign was punctuated on...

By Christopher Robbins I’ve been talking to a lot of wealth management and fintech...

By Chris Robbins This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...