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Advisor Tech Talk (3/29/22)

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I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...

Advisor Tech Talk (3/15/22)

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Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...

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: 2/8/22

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Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

Advisor Tech Talk: 12/28/21

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The wealthtech segment is saying goodbye to 2021 in style, raising capital, expanding teams, adding assets, and delivering shiny tech offerings for advisors. This year, crypto providers have increasingly made their way onto the landscape, paving the way for advisors to make the leap to digital assets. 

Advisor Tech Talk: 9/21/21

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Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches. 

Publisher Notes For 9/14/21

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Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings and an interview with Sabrina Bailey of the London Stock Exchange plus more. Read up!

Advisor Tech Talk: 9/14/21

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Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.

Advisor Tech Talk: 9/7/21 (Summer Wrap Up)

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divestitures, partnerships, cryptocurrency adoption, and more. For each theme, there are multiple headlines to go alongside them, but we’ve narrowed them down to a sampling of where we leave off for the summer and where we will pick up for the fall.