Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.
By Suleman DinSeptember 24 -
Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.
By Suleman DinSeptember 19 -
Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.
By Suleman DinSeptember 10 -
With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.
By Suleman DinSeptember 5 -
To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.
By Suleman DinSeptember 4 -
InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.
By Suleman DinJuly 25 -
In an investor-backed power play, the tech startup wants wirehouses and banks to turn to it instead of traditional software providers as they make upgrades.
By Suleman DinJune 19 -
Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.
By Bryan YurcanJune 5 -
Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.
By Suleman DinMay 23 -
The move by Alexa von Tobel’s startup to drop planning services reveals a deal marked by challenges from the very beginning, experts say.
By Suleman DinMay 8