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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How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.
February 17 -
The partnerships are a big win for the rapidly growing wealthtech.
February 16 -
Digital assets made their Super Bowl debut, but commercials focused on investor FOMO rather than education or security.
February 14 -
The big game is hosted this year at SoFi Stadium in Los Angeles, but there are nine other NFL venues sponsored by financial services firms.
February 11 -
Managed FidFolios lets clients with as little as $5,000 get a managed portfolio consisting of hundreds of individual stocks.
February 10 -
The wealth management industry continues its slow embrace of digital assets.
February 9 -
The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”
February 1 -
The fintech’s growth alongside groups like XY Planning network proves the opportunity in a largely untapped market of investors.
January 31 -
CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.
January 27 -
The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.
January 26 -
Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.
January 25 -
In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.
January 20 -
The bank’s consumer and wealth management business produced $2 billion in revenue in Q4, contributing to full-year revenue of $7.5 billion.
January 19 -
The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.
January 13 -
In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.
January 12 -
We asked leaders in the field to give us their thoughts on the coming year. Here's what they had to say.
December 28 -
A look back at the biggest events and trends that shaped the industry last year.
December 23 -
The firm faces an additional penalty after it didn’t participate in the regulator’s self-reporting initiative.
December 21 -
Dasarte Yarnway and Emlen Miles-Mattingy plan to launch the Onyx Advisor Network to support women, BIPOC and LGBTQ+ communities.
December 14 -
Increasing regulatory complexity and cost pressure is driving the latest trend in tech investing.
December 9
