Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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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 -
Did robo advice come a generation too early? Q&A with In|Vest speaker, Personal Capital CEO Jay Shah As advice becomes democratized, investors will define what the industry should prioritize, argues the head of the hybrid digital advice firm.
By Suleman DinDecember 5 -
Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.
By Suleman DinNovember 28 -
'Know which problems you are trying to solve,' says InlVest speaker Kabir Sethi.
By Suleman DinNovember 14 -
Eight tech tools planners can use to transform their practice.
By Suleman DinNovember 13 -
The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.
By Suleman DinOctober 31