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Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
STANDARD DEVIATIONS PODCAST: Richard Shotton – The Illusion of Choice
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Richard Shotton. Richard is the author of The Choice Factory,...
FINTECH CORNER: The Difference Between a Provider and a Genuine Partner
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
WEALTHTECH INSIDER: How Advisors Can Seize the Volatility Opportunity
In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.
Advisor Tech Talk (Week of 1/15/24)
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
AI In Finance, Part 5: Using AI to Write Financial Content
We continue with part 5 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...
2023-The Year in Digital Wealth, Part 2
We wish everyone a Happy New Year! To review Part 1 of our 2023 year in review in digital wealth. click here. Now onto...
Conneqtor Announces Strategic Acquisition by Community-Builder Joe Moss
Dec. 28, 2023 -- Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This...