Advisor Tech Talk

By Christopher Robbins How complex is too complex? It’s a question I ask myself with increasing regularity lately as I partake in a...

Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...

By Christopher Robbins My family received a firm reminder that we are still living...

M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors.  

By Christopher Robbins I’ve recently come into a bit of a windfall, in a...

A fully integrated tech stack is the backbone of any financial services firm that wants to effectively communicate with clients and grow AUM. Unlike spreadsheets of the past, an integrated tech stack enables efficiencies, automate processes and eliminate duplication of efforts.

The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.

By Christopher Robbins It was a busy week for financial markets as reactions to...

BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

As advisors gear up for 2022, wealthtech firms are busier than ever with hiring talent, M&A, raising capital, launching mobile apps and charitable giving.