Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.
July 26 -
Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.
July 26 -
The founder of HelloWallet shares tips on staying competitive online.
July 26 -
There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.
July 24 -
A net 80% of investors think America is the most overvalued region, analysts say.
July 21 -
Demand from millennials has helped the strategy become an $8 trillion category.
July 19 -
"I don’t have one yet, but I want one," says Tom Halloran, president of Voya Financial Advisors.
July 18 -
Those unwilling to embrace technology will be left behind, wealth management leaders warn.
July 11 -
Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.
July 10 -
In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.
July 5 -
Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.
June 28 -
Together, Advizr and Trizic raise nearly $10 million in funding.
June 28 -
Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.
June 21 -
Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.
June 21 -
In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.
June 7 -
Facial recognition software is more efficient and accurate than any questionnaire, says the IBD's chief executive, Robert Moore.
June 7 -
"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.
May 31 -
The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.
May 25 -
Advizr has attracted more than 400 advisory firms and is close to a new round of funding.
May 24 -
"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.
May 17
