Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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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 -
Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.
By Suleman DinOctober 23 -
What's to stop financial planning from being shrunk entirely into a free app?
By Suleman DinOctober 18 -
The organizers of the XY Planning Network want their RIA event to be a family affair unlike any other in the industry.
By Suleman DinSeptember 27 -
The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.
By Suleman DinSeptember 26 -
Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.
By Suleman DinSeptember 25