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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If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.
July 29 -
Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.
July 23 -
Members of Congress question whether the company is doing enough to protect inexperienced customers engaging in high-risk investing.
July 16 -
The two companies have deep ties and are now formalizing the bond.
July 15 -
Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.
July 13 -
The funds helped the firms offset diminished revenue and preserve jobs, executives say.
July 8 -
Some advisors have questioned the ethics of taking the loans, intended to help small businesses keep their employees on payroll.
July 6 -
Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.
July 2 -
The deal would pair plan sponsors on Empower’s platform with the hybrid robo advisor’s technology and advice capabilities.
June 29 -
The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.
June 27 -
Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.
June 25 -
Companies that connect advisors and carriers are seeing a surge in use.
June 17 -
The deals come as millions of baby boomers enter retirement.
June 15 -
Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
June 12 -
The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.
June 9 -
The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.
June 8 -
Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
May 31 -
Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31 -
Under Lauren Schadle’s tenure, the association rolled out its OneFPA initiative while also dealing with declining membership.
May 29 -
The postponement comes as new accounts surge at competing digital advisors.
May 29
