Advisor Tech Talk

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

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

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

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

A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

It was another big week in advisor tech news. Of course, the biggest news of the week (already covered in our last...

Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...

April showers bring May fintech news. Okay, so that stretch of an old proverb doesn’t really fit, but there was truthfully a...

This week in advisor fintech we have yet more news out of the advice engagement category. Bento Engine announced the launch of...

The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...