Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.
By Suleman DinOctober 4 -
The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients.
By Suleman DinSeptember 25 -
The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.
By Sean AlloccaSeptember 19 -
The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.
By Suleman DinSeptember 18 -
Just like in the early robo days, sustainability is a real concern for digital platforms.
By Suleman DinJune 19 -
Bank critics and some lawmakers quickly seized on a tone-deaf posting by JPMorgan Chase that was designed to tout the virtues of saving money.
By Suleman DinApril 29 -
Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.
By Suleman DinApril 24 -
Direxion’s Rob Nestor and David Mazza discuss hiring and compensation strategies, ETF space developments and the rise of robos.
April 4 -
In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.
By Suleman DinFebruary 28 -
The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
By Suleman DinFebruary 5