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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Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.
March 22 -
The Massachusetts regular wonders if consumers will face all of the negative impacts of rising rates without seeing any of the positives.
March 17 -
A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.
March 16 -
The company has added $1 billion in assets in 18 months.
March 14 -
After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.
March 10 -
How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.
March 9 -
The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.
March 1 -
Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.
March 1 -
The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.
February 23 -
Increasing complexity is making it harder than ever for wealth management firms to protect client data.
February 23
