Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.
By Suleman DinJuly 25 -
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.
By Suleman DinJune 19 -
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.
By Bryan YurcanJune 5 -
Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.
By Suleman DinMay 23 -
The move by Alexa von Tobel’s startup to drop planning services reveals a deal marked by challenges from the very beginning, experts say.
By Suleman DinMay 8 -
The $3 billion marriage of robo and radio advice has some expecting more deals and pressure on RIAs to increase focus on scale and deliver a better digital customer experience.
By Suleman DinMay 2 -
In a stunning all-cash deal, every RIA is put on notice that the future is in digital wealth management.
By Suleman DinApril 30 -
One fintech is offering a new technology to allow clients to record and send video requests directly to their planner rather than wait on hold for a human response or interact with a robot.
By Suleman DinApril 25 -
Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.
By Suleman DinApril 4 -
After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.
By Suleman DinMarch 28