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

Friends, another major news week in the wealthtech sector, so make sure to read Advisor Tech Talk for the latest. There's also news from The Founders Arena wealthtech accelerator, a deep dive into AI & Finance and a new survey from Smarsh.  A super news-filled week - so make sure to check it all out! READ UP!!

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

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

Are the summer doldrums finally here? Just like the weather in some parts of the world, news in the financial and technology...