Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.
March 28 -
Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9 -
A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.
February 9 -
Distributed ledger technology is expected to provide advisors with more transparency in a variety of transactions.
February 8 -
After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.
February 7 -
You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.
February 2 -
Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.
January 31 -
BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.
January 23 -
The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.
January 17 -
In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.
January 10
