Schedule a Demo

View Our Brand Assets

Access a suite of logos, fonts and media resources for the AdvisorEngine Brand. If you can’t find what you need, please contact us.

View Assets

Recent Action! Articles

2025 US economic outlook: Will US exceptionalism continue?

Year-end estate planning: Strategies for maximizing tax benefits and legacy planning

7 essential steps to create a million-dollar financial advisory firm

Suleman Din

Suleman Din

AdvisorEngine

Advisor Intelligence Lead

BIO

Suleman Din is AdvisorEngine's Advisor Intelligence Lead. He is editor-in-chief of Action!, a magazine with actionable content for wealth management leaders. Previously Suleman oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, he launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Previously, Suleman 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.

suleman.din@advisorengine.com

Articles

Advisor Marketing Marketing Strategies Press Release

Learn the techniques of Super Communicators

A rising class of financial advisors sees the changes being brought on by the digital age and are rising to the challenge – becoming ‘Super ...

The best publications for financial advisors

Here’s a list of the best publications for financial advisors offering wealth management industry news coverage.

Rich Cancro Schwab Technology Adoption Press Release

Keeping pace with fintech acceleration

In these times, it's clear that financial advisors need to adapt to the rapid changes within the industry. Here are some insights for your roadmap ...

The story behind AdvisorEngine CRM

A conversation with AdvisorEngine CEO Rich Cancro + COO Craig Ramsey.

Technology training and adoption for RIAs

Technology training and adoption can be a challenge for most RIAs. Hamilton Capital developed a plan that’s achieved training rates nearing 100%.

What's top priority for advisor tech investment?

Advisors need efficiency to deliver a great client experience. Here’s the top priority in advisor tech to enhance what your client sees and feels.

Back to Community

Personal. Scientific. Beautiful.®

Copyright ©AdvisorEngine 2024

Terms of Use | Privacy Policy | Cookies Policy