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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It’s a significant pivot for the robo advisor, which has historically advocated passive, ETF-driven investing.
April 30 -
In the annual rankings, retail brokerages struggled to keep up with surging investor demand.
April 28 -
The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry.
April 22 -
The all-virtual event for senior wealth management executives takes place on May 12 and 13.
April 21 -
Axos Financial, which has $14.4 billion across business lines, will gain $23 billion in new assets from 200 RIAs.
April 20 -
Despite record growth in wealth management, an otherwise rosy earnings report was marred by $911 million loss related to Archegos Capital.
April 16 -
He takes over for Chris Harvey, who ran the team for four years.
April 15 -
In partnership with Prime Trust, advisors can now custody, trade and rebalance digital asset holdings alongside traditional portfolios.
April 15 -
New flows to traditional fixed income investments remain strong, according to Cerulli Associates data.
April 14 -
Stuck at home in quarantine, technology editor Ryan W. Neal finally repaid the graduate-school debts that had hung over his head for a decade.
April 9
