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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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 -
Unlike many digital advisors, Retirable is not offering investment management or targeting millennials.
September 30 -
The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.
September 28 -
A Korean-American entrepreneur claims James Hilbrant told her to “go back to Wuhan.”
September 25 -
The majority of planners intend to work remotely at least one day per week through 2021.
September 23 -
Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.
September 18 -
Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year.
September 16 -
The majority of job cuts are in corporate departments, with little impact to advisors or client service roles, the firm says.
September 15 -
It also suggests digital advice providers “have only a few years to achieve critical mass, or they will be sold for parts like Motif and Folio Financial,” says one expert.
September 11 -
The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.
September 4 -
The custodian’s NetX360 desktop now supports biometric authentication.
September 2
