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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Research from the FPA found a sharp uptick in planners using and recommending digital assets.
June 3 -
The firm grew its total assets under administration by 30% year-over-year, reaching $530 billion.
May 27 -
Digital asset investors also tend to be more financially literate and experienced, according to data from Hearts & Wallets.
May 26 -
Onramp Invest features integrations with Wealthbox CRM and Advzyon, a partnership with WisdomTree and financial backing from Ritholtz Wealth Management.
May 25 -
The startup is making its platform easier for RIAs to use while moving further away from Wealthfront's vision of "self-driving money."
May 21 -
The investment manager is part of a $50 million fundraising round in the wealthtech startup
May 19 -
The MC of the Conference of African American Financial Professionals discusses The American College of Financial Services’ efforts to improve diversity in the industry.
May 17 -
Advisors and clients at Bank of America's brokerage can now collaboratively create multiple accounts across the firm simultaneously.
May 7 -
The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.
May 5 -
Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data.
April 30
