Suleman Din
Financial Planning
New York, NY, United States
Contact Suleman
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Suleman:
4 ways the coronavirus is changing wealthtech
From digital advice to fee transparency and fintech investment, the pandemic has touched almost every corner of wealth management. → Read More
‘Do more for me': Clients demanding digital banking options
For planners who embrace the potential to provide these services, it can be a natural next-generation service offering. → Read More
Banks best Big Tech on trust, but not much else
Silicon Valley giants are better innovators, software developers and data managers, but banks' inherent advantages shouldn't be discounted, says Sonny Singh, a senior vice president at Oracle. → Read More
A 'false narrative'? Banks strike back against claims of fintech advantage
Bankers are disputing upstarts' claims customers don't like them, noting progress that traditional institutions have made in recent years. → Read More
A 'false narrative'? Banks strike back against claims of fintech advantage
Bankers are disputing upstarts' claims customers don't like them, noting progress that traditional institutions have made in recent years. → Read More
‘Nothing is stopping’ Google from entering wealth management
The search engine giant copied the partnership approach some fintechs have used to expand their financial product offerings. → Read More
Broker’s pitch to small banks, credit unions: We’ll handle robo advice
A new partnership will let some community banks and credit unions roll out robo-advice platforms without a significant investment of their own. → Read More
Always one move ahead, Envestnet CEO Bergman revolutionized advisortech
Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the industry and the profession forward, mourners say. → Read More
Schwab considering robo for employer 401(k)s
The announcement comes in response to Vanguard, which recently began a pilot run of its new digital-only platform tailored to retail clients. → Read More
Will Vanguard’s new robo squeeze out smaller players?
The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further. → Read More
Fintech aims to resolve bank squabbles over robo assets
Despite the growth of digital advice, there's resistance to the business inside banks because of internal politics and a lack of data sharing, the company's CEO says. → Read More
Shakeout predicted in automated wealth management
Traditional players are getting innovative, and upstarts are becoming more sophisticated. The survivors will be companies that offer consumers an array of easy-to-use services, a venture capitalist says. → Read More
Is the fear of offering cheap advice dead?
Just like in the early robo days, sustainability is a real concern for digital platforms. → Read More
Facebook thinks it can displace banks. Good luck with that.
Many people still distrust banks, but many also look askance at the social media giant, making it an unlikely savior of the unbanked. → Read More
Cornell professor launches own crypto coin
Some of the biggest venture capitalists in the field are backing a new digital currency being offered by a leading blockchain academic. → Read More
JPMorgan's snarky tweet about financial wellness draws swift backlash
Bank critics and some lawmakers quickly seized on a tone-deaf posting by JPMorgan Chase that was designed to tout the virtues of saving money. → Read More
Facebook veteran: Banks have big AML blind spot
Criminals are inventing new ways to hide dirty money amid transactions for digital goods bought and sold on everything from Amazon to game-app sites. Banks need to wake up to the threat, says Ben Duranske, Facebook Payments' former compliance chief. → Read More
Younger, faster, digital-first: Cracking the new advice code
In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch. → Read More
CommonBond braces for shift to Gen Z in buying student-coaching fintech
The online lender has acquired NextGenVest, which uses AI and text messaging to advise high school and college students about getting loans. CommonBond’s goal is to better understand the distinctly different demographic group rising behind millennials. → Read More
Latest M&A deal for digital banking firm Q2
The company, which helps banks develop high-tech products and services, has agreed to buy Gro Solutions after recently completing its deal for Cloud Lending. → Read More