Altruist Plans To Launch A New Corporate RIA (And More Of The Latest In Financial #AdvisorTech – June 2026)
Welcome to the June 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and...
Morningstar Sells ByAllAccounts – What’s Next For Data Aggregation? (And More Of The Latest In Financial #AdvisorTech – May 2026)
Welcome to the May 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying...
Using Exchange Funds To Diversify Concentrated Securities (And When It’s Better To Sell Instead)
A client whose portfolio is highly concentrated in a single large holding with sizable embedded capital gains presents a multilevel...
Wealthbox (Finally) Introduces AI Agents To Compete With Standalone Tools (And More Of The Latest In Financial #AdvisorTech – April 2026)
Welcome to the April 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and...
Weekend Reading For Financial Planners (March 28–29)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...
Why Clients Hire “Human” Advisors In The Age Of AI: How Advisors Can Positively Influence Clients’ Emotional States
Technology presents a dual-edged sword for financial advisors. On the one hand, technology can make the advisor’s job easier by...
Weekend Reading For Financial Planners (March 7–8)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...
Why Clients Hire “Human” Advisors In The Age Of AI: How Advisors Can Positively Influence Clients’ Emotional States
Technology presents a dual-edged sword for financial advisors. On the one hand, technology can make the advisor’s job easier by...
Weekend Reading For Financial Planners (March 7–8)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...
Weekend Reading For Financial Planners (November 15–16)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...