Suleman Din

As advice becomes democratized, investors will define what the industry should prioritize, argues the head of the hybrid digital advice firm.

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

'Know which problems you are trying to solve,' says InlVest speaker Kabir Sethi.

Eight tech tools planners can use to transform their practice.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.

What's to stop financial planning from being shrunk entirely into a free app?

The organizers of the XY Planning Network want their RIA event to be a family affair unlike any other in the industry.

The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.

InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.

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.

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.

Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.

The move by Alexa von Tobel’s startup to drop planning services reveals a deal marked by challenges from the very beginning, experts say.