Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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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 -
Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.
By Suleman DinSeptember 24 -
Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.
By Suleman DinSeptember 19 -
Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.
By Suleman DinSeptember 10 -
With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.
By Suleman DinSeptember 5 -
To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.
By Suleman DinSeptember 4