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Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
WEALTHTECH INSIDER: Advisors in Transition – Maneuvering the Broker Protocol
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.
Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...
Advisor Tech Talk (Week of 4/3/23)
Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...
Advisor Tech Talk (2/9/23)
As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...
Advisor Tech Talk (2/1/23)
What's the state of the wealthtech industry thus far in 2023?
I got off a call earlier today with two of the...
Advisor Tech Talk (1/24/23)
Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...
Advisor Tech Talk (1/17/23)
The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...
Advisor Tech Talk (1/10/23)
Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...
Advisor Tech Talk (11/1/22)
By Cindy Taylor
Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...