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 -
Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.
May 26 -
Once derided as fringe and unsustainable, advisors are finally accepting the business model.
May 21 -
The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.
May 19 -
The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.
May 14 -
Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.
May 14 -
Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.
May 13 -
“As we navigate through these unprecedented times, we are exploring a variety of measures to reduce costs while managing our business and continuing to serve our clients,” a TIAA spokesperson said.
May 11 -
New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.
May 11 -
With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.
May 6 -
The hackers claim to be officers from the regulatory agency who have documents requiring immediate attention.
May 5
