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Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

Friends, this week Bill Taylor ponders the question - is Jay Powell about to be out of a job? We also delve into the ramifications of the coming bitcoin halving event. And of course, each week we provide all the news you can use in digital wealth, decentralized finance, fintech venture capital deals and wealthtech. READ UP!

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

Friends, a year has passed since "the balloon" visited America's shores, and everything has changed - or has it?!  Meanwhile, we explore a powerful new wealthtech incubator and review how Apple has changed the metaverse.  READ UP!

In today’s wealth technology update, the dis-intermediators are making a splash.  I think most of our readers anticipate—or dread—the day when disintermediating...

Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!

It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...