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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Emerging consumer attitudes toward privacy threaten to overturn long-standing industry assumptions about customer data and personalization.
January 29 -
Companies are betting that pent-up demand for networking and other opportunities will help fill seats at events planned for later this year.
January 27 -
The firm hopes the software will help firms tap into growing demand for sustainable investing.
January 27 -
Letters sent to reps ask for extensive information on why they applied for a loan, how funds were received and used, and all compensation under the federal program.
January 22 -
"When you ask someone what their goals are for retirement in 10, 20 or 30 years, the truth is most people don’t even know what’s possible in the first place," Michael Kitces says.
January 21 -
Firms affiliated with the broker-dealer can access the software for free through AdviceWorks.
January 19 -
Technology can make end-of-year client communications more interactive and engaging.
January 12 -
Attorneys, compliance experts and marketers weigh in on the regulator’s first update to advertising compliance in decades.
December 24 -
Without market-leading, high-yield savings accounts, cash management at Betterment and Wealthfront isn’t as attractive as it was in 2019.
December 23 -
The popular trading app omitted information about its payment for order flow practice, the regulator says.
December 17
