smartx - search results

A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.  For example, two big TAMPs,...

There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...

A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

This week in advisor fintech we have yet more news out of the advice engagement category. Bento Engine announced the launch of...

It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we...

Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week.  Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year.  READ UP!

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

By Chris Robbins This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...

By Christopher Robbins Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...

Friends, we woke up to an IT world of hurt. First our CEO's computer blew out overnight - then an update to the Yoast SEO tool took our entire website down for a time. All fixed now (yay!), but not without (quite) a little angst first. Thankfully, we have a world class IT team, and even with all that hullabaloo, we still have lots of great new content for you this week! READ UP!!!