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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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
