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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The state’s securities regulator claims the popular app uses “gamification” to manipulate customers and fails to prevent frequent outages on its trading platform, among other misconduct.
December 16 -
With 350 firms on its client roster, the acquisition of Flourish gives the insurer a springboard into the independent advisor market.
December 16 -
Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.
December 13 -
Funding is getting tighter as advisors look towards marketing automation as an engine for growth.
December 9 -
The firm’s investment management division is bringing 55ip under its roof just two months since launching a partnership with the fintech firm.
December 4 -
As part of a two-step deal involving Australian investment bank Macquarie Group, LPL will pick up 900 advisors and $63 billion in assets.
December 2 -
Orion, Riskalyze and AdvisorPeak hope to offer a replacement to TradeWarrior, which will close on Dec. 31.
December 2 -
Far from commoditized, digital advisors' performance varies widely, according to new research.
November 23 -
Firms have only six weeks to find a replacement technology platform.
November 18 -
“Platforms like this you would typically see at the larger broker-dealers and maybe the wirehouses,” says Gary Gallagher, the firm’s head of investment and managed solutions.
November 17 -
A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.
November 11 -
Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.
November 10 -
From the fate of Veo One to account openings, here’s what Schwab’s leaders had to say.
November 3 -
The firm will use its warchest to expand its technology stack and make acquisitions.
October 27 -
Refinitv’s Workspace will power the wirehouse’s investment research and risk assessment capabilities.
October 23 -
"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”
October 21 -
New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.
October 19 -
Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million.
October 13 -
“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.
October 13 -
Like other firms, the bank's asset management unit has turned to an outside partner, 55ip, to give RIAs a tax-smart way to transfer assets into model portfolios.
October 7
