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The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

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

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

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

Friends, a year has passed since "the balloon" visited America's shores, and everything has changed - or has it?!  Meanwhile, we explore a powerful new wealthtech incubator and review how Apple has changed the metaverse.  READ UP!

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...

Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!

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...