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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The direct-to-consumer startup will power an entirely digital policy only available through the insurer’s agents and advisors.
December 9 -
Brokerages cannot be held to the same standard as financial advisors, the fintech company argued.
December 6 -
The firm’s newest business unit’s first move is to acquire portfolio personalization software from Optimal Asset Management.
December 3 -
Technology gives investors more opportunity to diversify than ever, but experts worry about exotic strategies in IRAs.
December 2 -
Overall customer satisfaction with wealth management apps is improving but still trails other financial services.
November 24 -
Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.
November 23 -
Financial Planning asks the executive about the latest updates to the company’s software, how his company balances growth with serving small advisors, and returning to in-person conferences.
November 18 -
Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.
November 11 -
Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.
November 10 -
The Swiss lender is also simplifying its structure into four divisions, including a single unit that groups together its advisory businesses.
November 5 -
The startup has emerged as a significant competitor to Envestnet’s dominance.
November 4 -
After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.
November 2 -
The wealthtech’s strategy is backed by a survey on what fundamentally drives financial advisors and their clients.
October 29 -
Enhancements include a new dashboard view and a grid interface for porting data from other programs.
October 27 -
Vendors like Orion are giving independent advisors access to cash deposit accounts and securities-backed loans in an effort to provide all-encompassing services.
October 26 -
The acquisition could help Addepar move downstream and better serve RIAs.
October 22 -
Is the bank late to the automated investing party, or trying to bring some investors back home?
October 21 -
At the IMPACT 2021 conference, CEO Walt Bettinger and head of advisor services Bernie Clark shared plans to grow the firm’s market share of independent advisors.
October 19 -
The brokerage now manages $7.61 trillion across its retail and RIA custody businesses.
October 18 -
Ainslie Simmons, a 20-year veteran of the industry, will serve as president of the new Pershing X division.
October 15
