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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As investors rush toward online trading apps, more wealth managers may offer self-directed investing Fewer Americans are working with advisors, especially those already managing money online, new research shows.
August 10 -
The TAMP saw record quarterly inflows under new CEO Natalie Wolfsen, who has plans to make a splash in wealthtech M&A.
August 2 -
The TAMP has also created a new chief digital officer role to oversee improvements to the firm’s technology infrastructure.
July 29 -
With $440 million in capital, the alternative investing company plans to expand internationally and make more acquisitions.
July 28 -
With Intelliflo, the insurance giant hopes to expand agents’ ability to offer wealth management and financial planning.
July 24 -
The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.
July 20 -
Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.
July 19 -
The firms agreed to censures, the settlement payments and to cease-and-desist orders tied to their alleged misconduct.
July 14 -
Two-thirds of advisors agree that technology is key to serving more clients and driving growth, and will significantly change advisory practices in the future.
July 12 -
According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?
July 12 -
She made headlines when she became chairwoman in 2019, but quietly exited two years later when a marketing campaign created a conflict of interest.
July 7 -
A top priority of the firm since 2018, advisors will financially be able to paperlessly open new accounts in June.
June 23 -
Advisors who use at least two of the services will receive discounted pricing.
June 22 -
Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.
June 17 -
Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.
June 16 -
Firms using the fintech will lose support on September 6.
June 11 -
The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs.
June 9 -
The firm’s head of advisors says implementation required significant additions and enhancements.
June 9 -
Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.
June 8 -
While most plan to keep their physical workspaces, others are preparing to embrace the remote style of the pandemic.
June 3
