Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
-
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
