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Advisor Tech Talk (Week of 12/19/23)
Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...
DWN Publisher Notes For 12/5/23
Friends, this week we begin a new 5-part series on AI in Finance. Uncomfortable with this paradigm-shifting technology? You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!
Advisor Tech Talk (Week of 12/4/23)
We’re not just howling into the wind when it comes to next generation technology—the future is now.
For financial advisors, reading about...
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
Advisor Tech Talk (Week of 10/24/23)
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.
First, however, we should give thought...
Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
Advisor Tech Talk (Week of 6/19/23)
Are the summer doldrums finally here?
Just like the weather in some parts of the world, news in the financial and technology...
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
Alliance160’s Amanda Teeple on Designing Alts for Retail Wealth Space
Standing out in crowded and complex retail capital markets doesn’t happen by chance in the best of circumstances. And for many, the current landscape...
Advisor Tech Talk (1/24/23)
Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...