Transitioning from RobustWealth? AdvisorEngine is here for you. Join a live demo >

Financial Planning Blog

AdvisorEngine Learning Center

Get insights, strategies and research from the AdvisorEngine team to create a better client experience for your clients and drive growth for your firm.

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  |  Investment Advisors  |  Leadership in Wealth Management  |  Technology

Raj Madan joins AdvisorEngine as Chief Information Officer

Years of leading innovation taught Raj Madan an important lesson: Before you can solve the technological challenge, you have to pay attention to the people around you. “I have my own personal code,” he explains. “My intelligence is limited by the space between my ears. There’s a dual meaning: You’re limited by your brain, but you’re also limited by how much you can hear your own people. Leaders often make that mistake. You can’t know everything. You have to rely on your people.”

Read More

Blog Feature

Financial Advisors  |  Financial Technology  |  Rich Cancro  |  Schwab  |  Technology Adoption

Keeping pace with fintech acceleration: A conversation with Schwab’s Andrew Salesky and AdvisorEngine’s Rich Cancro

We've witnessed some outsized technology impacts on our industry this past year. The pandemic first forced clients and advisors to fully embrace virtual sessions and digital-first advice platforms. That shift to digital spurred clients experimentation with investing apps, which has fed remarkable behavior around particular stocks and cryptocurrencies. Meanwhile, the wealth management industry has seen its forms of disruption, including consolidation among custodians and more wealthtech funding and M&A deals.

Read More
AdvisorEngine

Are you ready scale your firm?

Sign up to have digital wealth management technology insights delivered straight to your inbox

Blog Feature

Digital Tools  |  Technology Adoption  |  Wealth Management Technology

IFP’s Chris Hamm: The critical reason for RIAs to offer digital advice

“With digital advice becoming a viable option to serve smaller accounts, advisors in Independent Financial Partners’ (IFP) network asked for the ability to offer the option,” says Chris Hamm, its chief operating officer. There were many technology choices, but AdvisorEngine’s platform provided the broker-dealer and registered investment adviser unique capabilities that would benefit the over 240 financial professionals in its country-wide network, Hamm added. In the following interview, Hamm explains IFP’s decision to embrace digital wealth management technology and why other RIAs need to do the same. Hamm also outlines the lessons learned from his firm’s rollout of the technology. The following transcript has been edited for clarity.

Read More