Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
Advisor Tech Talk (Week of 8/14/23)
This week in advisor tech headlines, we have a bevy of AI-infused briefs.
While the traditional wealth tech industry seemingly took a...
Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...
Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
Advisor Tech Talk (Week of 7/25/23)
This week in advisor tech news we have a trio of major partnerships leading the way.
The first is that financial wellness...
Advisor Tech Talk (Week of 7/17/23)
Still no summer doldrums in the advisor tech world.
Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...
Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...
Advisor Tech Talk (Week of 7/5/23)
Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...
Advisor Tech Talk (Week of 6/28/23)
This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...
Advisor Tech Talk (Week of 6/19/23)
Are the summer doldrums finally here?
Just like the weather in some parts of the world, news in the financial and technology...