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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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
