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There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...

Friends, this week our CEO explores disinformation vs. common sense in markets, future elections and more while we see three VC fundings this past week hit $100M+ again - are we back to the go-go days of fintech venture? All this and more digital wealth and AI sector news right here...READ UP!!

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

Friends, have you considered voting for an AI for Congress?  Well, it's happening in the UK for a Parliament seat.  Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!

The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Headlines to take note of: The...