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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How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.
February 17 -
The partnerships are a big win for the rapidly growing wealthtech.
February 16 -
Digital assets made their Super Bowl debut, but commercials focused on investor FOMO rather than education or security.
February 14 -
The big game is hosted this year at SoFi Stadium in Los Angeles, but there are nine other NFL venues sponsored by financial services firms.
February 11 -
Managed FidFolios lets clients with as little as $5,000 get a managed portfolio consisting of hundreds of individual stocks.
February 10 -
The wealth management industry continues its slow embrace of digital assets.
February 9 -
The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”
February 1 -
The fintech’s growth alongside groups like XY Planning network proves the opportunity in a largely untapped market of investors.
January 31 -
CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.
January 27 -
The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.
January 26
