Originally from Northern California, Ryan received bachelor's degrees in English and philosophy at UC Santa Barbara before beginning a career in journalism at the Santa Barbara Independent. After a few years of freelancing, bartending and snowboarding in Colorado, he moved to New York to earn a master's in journalism at Columbia University. Besides covering all things in financial advisor technology, Ryan has also written about music, sports, politics, art and entertainment.
-
Research from the FPA found a sharp uptick in planners using and recommending digital assets.
June 3 -
The firm grew its total assets under administration by 30% year-over-year, reaching $530 billion.
May 27 -
Digital asset investors also tend to be more financially literate and experienced, according to data from Hearts & Wallets.
May 26 -
Onramp Invest features integrations with Wealthbox CRM and Advzyon, a partnership with WisdomTree and financial backing from Ritholtz Wealth Management.
May 25 -
The startup is making its platform easier for RIAs to use while moving further away from Wealthfront's vision of "self-driving money."
May 21 -
The investment manager is part of a $50 million fundraising round in the wealthtech startup
May 19 -
The MC of the Conference of African American Financial Professionals discusses The American College of Financial Services’ efforts to improve diversity in the industry.
May 17 -
Advisors and clients at Bank of America's brokerage can now collaboratively create multiple accounts across the firm simultaneously.
May 7 -
The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.
May 5 -
Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data.
April 30 -
It’s a significant pivot for the robo advisor, which has historically advocated passive, ETF-driven investing.
April 30 -
In the annual rankings, retail brokerages struggled to keep up with surging investor demand.
April 28 -
The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry.
April 22 -
The all-virtual event for senior wealth management executives takes place on May 12 and 13.
April 21 -
Axos Financial, which has $14.4 billion across business lines, will gain $23 billion in new assets from 200 RIAs.
April 20 -
Despite record growth in wealth management, an otherwise rosy earnings report was marred by $911 million loss related to Archegos Capital.
April 16 -
He takes over for Chris Harvey, who ran the team for four years.
April 15 -
In partnership with Prime Trust, advisors can now custody, trade and rebalance digital asset holdings alongside traditional portfolios.
April 15 -
New flows to traditional fixed income investments remain strong, according to Cerulli Associates data.
April 14 -
Stuck at home in quarantine, technology editor Ryan W. Neal finally repaid the graduate-school debts that had hung over his head for a decade.
April 9
