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Advisor Tech Talk (Week of 7/5/23)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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...