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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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 -
The appointment comes as part of an equity investment by FTV Capital to expand the footprint of the company formerly owned by RCS Capital.
April 29 -
Intuitive Advisor is now among the most affordable options for digital investing with human advice.
April 16 -
Vanguard reclaimed its top spot in J.D. Power’s annual ranking of self-directed investor satisfaction. Charles Schwab retained its position as a leader among DIY investors.
April 14 -
Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.
April 9 -
The program comes as welcome relief for many advisors and their business-owning clients — but the program has struggled since going live on Friday.
April 7
