Advisor Tech Talk (Week of 11/21/23)
In this week’s advisor tech talk, wealth tech executives are on the move.
Competent leaders often play musical chairs with different C-Suite...
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
Advisor Tech Talk (Week of 10/24/23)
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.
First, however, we should give thought...
Advisor Tech Talk (Week of 10/17/23)
You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...
Advisor Tech Talk (Week of 10/09/23)
This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.
Edelman Financial Engines and...
Advisor Tech Talk (Week of 10/02/23)
There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...
Advisor Tech Talk (Week of 9/25/23)
Football is last week’s news: Conference season is upon us!
In this week’s advisor technology headlines, we have a bevy of conference...
Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...