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2023 | Advisor Tech Talk-Year in Review, Part 1
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
The Week in Digital Wealth (11/6/23)
Happy new month (in arrears).
Cloud-based products are in fashion, coupled with AI-focused additions and solutions.
TS Imagine extended its compliance solutions with a few additions.
EquiLend...
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
Advisor Tech Talk (Week of 10/02/23)
There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...
Publisher Notes For 9/13/23
Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
The Future of TAMPs in 2023 and Beyond
As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...
Publisher Notes For 6/14/22
Friends, this week we jump into a historical look at past financial crises and what has brought the current one to pass, we delve into how to communicate with Gen Z investors and learn some important tips for breakaway advisors to consider before they take the leap. READ UP!
Advisor Tech Talk (6/14/22)
By Christopher Robbins
As an older Millennial, I love my technology.