Advisor Tech Talk (Week of 5/16/23)

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

Advisor Tech Talk (Week of 5/10/23)

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

Advisor Tech Talk (Week of 5/3/23)

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

Advisor Tech Talk (Week of 4/25/23)

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When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...

Advisor Tech Talk (Week of 4/18/23)

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There’s a lot to cover in advisor tech news this week, so we’ll get right into it. CapIntel has entered an agreement...

Advisor Tech Talk (Week of 4/10/23)

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It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we...

Advisor Tech Talk (Week of 4/3/23)

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Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...

Advisor Tech Talk (Week of 3/27/23)

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Another week is in the book for advisor tech news, and it was a busy one indeed. Aside from the rescue of...

Advisor Tech Talk (Week of 3/22/23)

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

Advisor Tech Talk (Week of 3/14/23)

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The world’s eyes might be on the banking industry, with the sudden failure of Silicon Valley Bank, but there were other...