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More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.  For example, two big TAMPs,...

Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...

As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...

What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the...

Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...

The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...

Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...

By Cindy Taylor Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...

By Cindy Taylor Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...