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Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.  This week brings a mixed bag of advisor...

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...

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

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 another big week in advisor tech news. Of course, the biggest news of the week (already covered in our last...

This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...

By Christopher Robbins A belated happy Independence Day! There’s nothing like...

Friends, every week now it seems things are moving to the forefront in fintech on so many fronts.  This week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets.  In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties.  To soften it all, we finish with a wonderfully inspiring piece - "In One Word: IMPACT" - from JIFFY.ai's Michael Partnow.  READ UP!

Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...