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Advisor Tech Talk (Week of 9/14/26)
Wealthtech got right down to business after Labor Day.
We know it's not a very creative way to kick off this Advisor...
Advisor Tech Talk (Week of 9/7/26)
Goodbye, summer doldrums.
Wealthtech didn't just stay hot through the whole season, it evolved.
In the early days of Advisor Tech Talk (welcome,...
INDUSTRY BRIEF | Vanguard Changes Wealthtech Picture With Altruist Buy
In a year already filled with anxiety about artificial intelligence disrupting wealth management, one of the industry’s biggest transactions has effectively combined the AI...
AI & Finance™ | News for the Week Ending 8/28/26
AI is now the elephant in the room.
To some extent, it’s the elephant in the room no one wants to talk about anymore, which...
Advisor Tech Talk (Week of 8/24/26)
Technology should make financial advice more abundant and more accessible.
It might not make wealth management any cheaper—particularly from the client perspective.
Welcome...
AI & Finance™ | News for the Week Ending 8/21/26
Erosion is a slow, but provocative process.
This was brought home to us this summer as we hiked around Appalachia climbing around stunning natural arches...
Advisor Tech Talk (Week of 8/17/26)
AI for me, but not for thee.
That’s the message we’re receiving right now in financial services.
Welcome to another week where wealthtech...
Advisor Tech Talk (Week of 8/3/26)
The elephant in the wealthtech room just got a little heavier.
Yep, we’re talking about AI once again here in Advisor Tech Talk, with...
AI & Finance™ | News for the Week Ending 7/31/26
We trust our readers. Maybe too much.
That’s why we’ve become a little lazy and lax in our approach to putting together AI & Finance (and our other hand-written...
LOOKING BACK | Did the AI Bubble Burst?
Artificial intelligence is big. So big that we have to wonder some times if and when it will come crashing down on us.
Now, we...