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Financial Planning Blog

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Suleman Din

Suleman Din is AdvisorEngine's Advisor Intelligence Lead. Previously he oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, Din launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Previously, Din was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.

Blog Feature

Financial Advisors  |  Financial Technology  |  Industry Conferences  |  Joel Bruckenstein  |  Wealth Management Technology

2022 T3 Advisor Conference: A great reunion

We waited two years to come back to Joel Bruckenstein’s T3 event, the industry’s only dedicated tech conference for advisors and enterprise firms.

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Blog Feature

Financial Advisors  |  Financial Technology  |  Technology  |  Wealth Management Technology

Technology training and adoption for RIAs

After much deliberation, a lengthy due diligence review and a sizable investment, you’ve equipped your wealth management firm with a new technology tool.

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Blog Feature

Financial Advisors  |  Financial Technology  |  Wealth Management  |  Wealth Management Technology

What's top priority for advisor tech investment?

Elevating client experience is now a top priority weighing on advisor investment into practice technology.

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Blog Feature

Advisor Marketing  |  Financial Advisors  |  Financial Technology  |  Marketing Strategies

Learn the techniques of Super Communicators

We live in a world surrounded by digital noise.

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Blog Feature

Compliance  |  Financial Advisors  |  Financial Technology  |  Investment Advisors  |  Wealth Management  |  Wealth Management Technology

‘A call to action’: What advisors need to know about the SEC, robo-advisors and compliance

The Securities and Exchange Commission noted widespread compliance problems among advisors using robo-advice tools in a November risk alert.

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Blog Feature

Financial Advisors  |  Financial Planners  |  Investment Advisors

The best publications for financial advisors

There’s no shortage of news and opinion about the wealth management industry.

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