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Advisor Tech Talk (6/21/22)

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By Christopher Robbins It was a busy week for financial markets as reactions to...

Advisor Tech Talk (6/7/22)

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By Christopher Robbins As a news writer, it frustrates me to no end that...

Advisor Tech Talk (3/1/22)

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This week, there were several impactful news items in the digital assets space—none qualify as the most groundbreaking news of the year, but all speak to the growing acceptance of cryptocurrencies and blockchain technology as central to the future of finance and fintech.

The Week in Digital Wealth (3/1/22)

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Russia & Ukraine market impact updates, and Ukraine asks exchanges to bar and sabotage Russian user accounts on the heels of officially legalizing the trade of crypto in the country this week.

Advisor Tech Talk: 2/22/22

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As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.

AI ILLUMINATIONS: Rethinking Wealth Management’s Relationship With Technology Providers

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

Advisor Tech Talk: 12/14/21

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BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

Advisor Tech Talk (8/3/21)

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Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.

Top 5 VC Deals of the Week in Digital Wealth (8/3/21)

This past week we again saw some MIGHTY deals in the digital wealth sector, with every one over $200M USD, and so many in that category that we couldn't include others in the $100M-$200M USD range this week's Top 5 list. Shocking, isn't it?