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Every time we take a break from talking about the promise of future, we have a chance to discover how the...

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Industry maturity (a rare occurrence) unfolded with the sector getting into gear. Institutional players dictated the pace of events. Only time will tell how far...

San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...