Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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After the asset management giant announces a third major financial services client for its robo platform this year, a theme emerges.
By Suleman DinApril 14 -
The addition of the country's largest IBD network demonstrates how much value BlackRock has created from its $152 million deal for Silicon Valley-startup FutureAdvisor last August.
By Suleman DinApril 13 -
While much of the wealth management industry cautiously mulled over the potential impact of the fiduciary rule, digital-first firms were quick to celebrate.
By Suleman DinApril 6 -
Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.
By Suleman DinApril 6 -
Massachusetts securities authority goes further than SEC or FINRA in its examination of automated advice.
By Suleman DinApril 1 -
Having good digital solutions can help advisors and clients deal with upcoming regulation, says a top Ladenburg Thalmann executive.
By Suleman DinMarch 30 -
With its new $700 million valuation, Betterment takes top ranking among digital advice providers.
By Suleman DinMarch 29 -
Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.
By Suleman DinMarch 23 -
A new FINRA report warns firms they should be ready for reviews on their use of digital investment advice tools.
By Suleman DinMarch 15 -
Salesforce says the crucial difference between its platform and similar, all-in-one offerings is that "it is a client-centric platform, not a product-centric one."
By Suleman DinMarch 8