Advisor Tech Talk

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

As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.

Have we reached peak fintech? Last week was full of fintech and wealthtech headlines, but...

The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.

Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.  This week brings a mixed bag of advisor...

Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.

Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...

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

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...