Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?
June 1 -
The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.
May 24 -
Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.
May 19 -
While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.
May 18 -
The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.
May 5 -
Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.
May 4 -
Firms must invest in digital capabilities, says A.T. Kearney's Uday Singh, but they need to balance that evolution to allow for the human touch to remain in a central role.
April 28 -
"Asking more questions or a specific number of questions isn’t necessarily going to make the suitable and fiduciary responsibilities any better," says FutureAdvisor's co-founder Jon Xu.
April 28 -
Mark Immel had been awarded $450,000 in arbitration but faced further legal battles.
April 27 -
It is the latest entry into a market which has seen several platforms launches as well as partnerships to provide advisors with tech tools.
April 20
