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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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
