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 -
“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.
August 28 -
“Given the moment that we’re at in history with all of the threats to racial, gender and climate justice, it really felt like it was time to expand what we were doing.” Rachel Robasciotti says.
August 27 -
New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.
August 26 -
The robo advisor hopes transparency on employee demographics will encourage change.
August 19 -
While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.
August 18 -
Do RIAs still have a clear advantage when it comes to modern planning software?
August 12 -
Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.
August 6 -
The firm is still determining which other pieces of technology it will retain after acquiring its rival.
August 5 -
Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.
August 3 -
The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.
July 29
