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...
Advisor Tech Talk (Week of 6/12/23)
There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...
Advisor Tech Talk (Week of 6/6/23)
A lot of people took a holiday last week due to the Memorial Day-shortened work schedule.
The news did not.
There was a...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
Advisor Tech Talk (Week of 5/23/23)
Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...
Advisor Tech Talk (Week of 5/16/23)
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)
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)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...