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.
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Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.
April 8 -
Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.
March 31 -
Four months after shutting down, the fintech and some of its employees are joining SEI.
March 31 -
Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts.
March 30 -
For just $1,000, clients can sign up for the firm’s purely digital automated advice service.
March 26 -
The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.
March 25 -
The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
March 9 -
The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.
March 4 -
New entrants are gaining traction while established players continue to grow.
March 3 -
Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.
March 2 -
Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.
February 24 -
The fintech firm says use of the loans grew 10% last year among its client base.
February 22 -
After a pilot program in September, RBC is now rolling out the new software to its entire workforce of 2,000 advisors.
February 17 -
The firm that traditionally only served the ultra-wealthy will now manage accounts as small as $1,000.
February 16 -
Rae becomes one of the few women leaders in financial services.
February 12 -
The robo's fastest growing business now offers custom model portfolios in a bid to attract more wealth managers.
February 11 -
In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.
February 10 -
This could be "could be much larger than we expect,” Zach Perret says.
February 3 -
The combined company will service $4 trillion in assets and is valued at $1 billion.
February 3 -
Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.
February 1
